"Our people make us great."
Mark is a Senior Investment Manager with Phillips & Company. He offers both investment advisory and broker dealer services. He specializes in educating clients on managed money solutions, stock selection, and retirement and estate planning issues. Mark has also passively invested in several private equity opportunities.
Outside the firm, Mark has been an active member of the Oregon Chapter of the International Aerobatic Club since 1993. He was honored to serve as President in 2012 and 2013. Aerobatics is for the conscientious and safety-oriented pilot who seeks proficiency, precision, and control in his or her flying skills. Much like investing, it requires a healthy respect for the risks involved in participating in an extremely challenging and unforgiving environment.
Mark graduated from Northwest Nazarene University in Nampa, Idaho with a Bachelor of Arts degree in Business Administration. He also holds an Associate's degree in Social Science.
Mark holds FINRA™ licenses (Series 7, 63, and 65) registered for Phillips & Company.