As a trusted consultant for more than 40 years, Mark brings a disciplined and tailored approach to wealth management. “A smart portfolio not only takes into consideration tactical wealth management planning, but also the behavioral preferences of clients. What is appropriate for one client is not for another. I work with my clients to get a clear understanding of their risk tolerances and time horizons so that I represent them well and can manage their portfolios accordingly,” states Mark.
Mark is supported by Teresa Garrison, a registered sales assistant with over 25 years of administrative experience.
Mark began his investment career with Stephens in 1977. In 2007, he completed Stephens University, an advanced wealth management program at Wake Forest University. Mark attended Vanderbilt University in Nashville.
Mark is a member of Club 99 of The Rotary Club of Little Rock. He and his wife, Lisa, have four grown children and four grandchildren.
In his free time, Mark enjoys hanging out with his grandchildren. He also enjoys Razorback sports, watching college and NFL football, duck hunting, and fishing.