CHIEF EXECUTIVE OFFICER, CWM
Registered Principal, RJFS
Mark is a
founding partner of Caliber Wealth Management and serves as Caliber’s Chief
Executive Officer, Chief Financial Officer, and as a Raymond James Financial
Mark entered the
financial industry in 2001, giving him over 20 years’ experience as a financial
advisor. He earned his financial management degree from Kansas State University
in 2001, became a professional
in 2013, and holds the Chartered Retirement Planning Counselor designation.
He is an active member of the Financial Planning Association of Greater Kansas
City, having served on the board for five years, including President in 2020.
He serves on the community outreach committee of the FPA and actively
volunteers his time to speak to local schools and organizations to provide
education to those who might otherwise not have access to financial planning
services. Additionally, he volunteers as an executive business mentor at
and raised in Overland Park, KS, Mark has spent most of his life in the KC
region, with the exception of his high school years in Great Bend, KS and his
college years at K-State. Mark currently resides in Fairway, KS with
his wife, Lauren, his daughters Elin and Natalie, and their husky Walt. When not
in the office, you can find Mark outdoors at the Lake of the Ozarks,
snow-skiing, hiking or camping.
thoughtful approach, Mark takes pride in making the complex feel simple to each
client. He believes there is no one-size-fits-all solution to financial planning.
Each client comes with a varying set of goals and expectations that warrant a
customized experience. Over his career he has followed the motto that if you
simply do a great job caring for people everything else will fall into place.