About Mark
As an associate wealth advisor, Mark enjoys supporting the Portland office by preparing financial and tax plans, establishing and maintaining accounts and a variety of other functions. He helps to provide clarity and sound advice to clients as they seek to achieve their short and long-term financial goals. Clients and teammates appreciate Mark’s attention to detail.
Mark chose a career in financial planning because he loves helping clients identify, prioritize and achieve their monetary wants and wishes. Financial decisions are complex and impact almost every aspect of clients’ lives. Therefore, it is an honor and privilege to help them make sound decisions. Mark’s ideal client relationship is long-term and built on professionalism, trust, openness and friendship.
Prior to joining the team in 2024, Mark worked in the credit union and banking industry before transitioning to wealth management, tax preparation and financial planning. He held positions at Central Willamette Credit Union, KeyBank and Johnson Glaze & Co. Mark also helped found the affiliated practice JGC Wealth Management, LLC.
Mark obtained a BA in sociology from Biola University. He has held the CERTIFIED FINANCIAL PLANNER™ professional designation since 2007 and completed his CFP® certification through the College for Financial Planning® - A Kaplan Company.
An Oregon native, Mark grew up in Portland and currently resides in the Salem area. He has four children and is a member of Salem First Baptist Church. He and his son are active in Trail Life, a scouting program at the nearby Catholic church. Mark enjoys hiking, walking and day trips to the beach or mountains. He likes playing pool and golf, both of which are fun and humbling at the same time!
As an associate wealth advisor, Mark enjoys supporting the Portland office by preparing financial and tax plans, establishing and maintaining accounts and a variety of other functions. He helps to provide clarity and sound advice to clients as they seek to achieve their short and long-term financial goals. Clients and teammates appreciate Mark’s attention to detail.
Mark chose a career in financial planning because he loves helping clients identify, prioritize and achieve their monetary wants and wishes. Financial decisions are complex and impact almost every aspect of clients’ lives. Therefore, it is an honor and privilege to help them make sound decisions. Mark’s ideal client relationship is long-term and built on professionalism, trust, openness and friendship.
Prior to joining the team in 2024, Mark worked in the credit union and banking industry before transitioning to wealth management, tax preparation and financial planning. He held positions at Central Willamette Credit Union, KeyBank and Johnson Glaze & Co. Mark also helped found the affiliated practice JGC Wealth Management, LLC.
Mark obtained a BA in sociology from Biola University. He has held the CERTIFIED FINANCIAL PLANNER™ professional designation since 2007 and completed his CFP® certification through the College for Financial Planning® - A Kaplan Company.
An Oregon native, Mark grew up in Portland and currently resides in the Salem area. He has four children and is a member of Salem First Baptist Church. He and his son are active in Trail Life, a scouting program at the nearby Catholic church. Mark enjoys hiking, walking and day trips to the beach or mountains. He likes playing pool and golf, both of which are fun and humbling at the same time!