"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 retirement solutions for medium and small sized businesses, managed money solutions, retirement and estate planning issues, and individual stock selection.
Mark was honored to serve as President of the Oregon Chapter of the International Aerobatic Club 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.