Mark has spent years developing his elite team and finetuning his skills and expertise in helping his clients achieve financial success and security that will last their lifetime. He cares about his clients, their families, and their financial success. Mark has been in the top 5% of wealth management advisors at Northwestern Mutual for 14 years. Outside of the office, Mark spends his time with his wife, 4 children, and 3 grandchildren.

Mark leads our team as the CEO and Wealth Management Advisor. He earned a Bachelor of Science degree in Business & Finance from Brigham Young University. He is licensed in life and disability. Mark holds his series 6, 7, 22, and 63 licenses as well as being licensed to practice wealth management in over 20 states.

Nancy learned at a young age the importance of a solid financial plan. At age 7, her mother started a savings account for her and would take her to the bank to deposit into her savings account each week and receive a stamp for her savings book. That experience stuck with her, cementing in her the importance of financial mindfulness and security. Our clients will love interacting with Nancy. Her contagious joy, and her calm and steady spirit will certainly brighten your day. Outside of the office, you will find her traveling or planning her next European adventure.

Nancy is our Executive Assistant, Associate Financial Representative, and is licensed for Life and Health Insurane in California.

Nick graduated from Santa Clara University and has over 14 years of experience in the field of finance. Originally from San Jose, Nick now resides in Roseville, California where he loves to enjoy the outdoors with his family and friends.