Mark is a partner and senior vice president with North Star Resource Group. He has been affiliated with the firm since 1998. In his role he, with the executive leadership team, strives to provide the best strategic direction for the firm, as well as overseeing branch offices in the Southwestern United States.
Mark also maintains a personal clientele, where he provides fee-based advice to a successful group of self-employed professionals. His clients are typically engaged in the medical, dental and veterinary fields. He does however accept engagements with corporate executives and highly successful families who are in need of “Personal CFO” service and experience.
Mark served as President of GAMA International, the premier association responsible for leadership and professional development within the financial services profession globally. Mark’s commitment to building the financial services industry and financial education is unwavering, as is his passion for preserving face-to-face relationships within the profession as a whole. In addition to his role providing strategy and direction to the leaders within the profession, he also serves as adjunct faculty at Midwestern University in Phoenix, where he is responsible for the development, content and delivery of financial education to graduate medical programs.
You may run into Mark in his adopted hometown of Scottsdale, Arizona—or in San Diego or Denver, the locations of two of his other offices. Mark also spends a considerable amount of time on the road speaking within the financial services and medical industries, where he regularly delivers keynote and breakout presentations for groups ranging in size from 13 to 3,000.
When not giving back to the profession he loves and educating others about personal finance and leadership, Mark is typically found volunteering for Make A Wish Arizona, or providing insight to the Phoenix Economic Council. He can also be found enjoying time with his amazing family. Sitting on their boat at Lake Powell, Arizona, with his wife Shawna and their daughters, Macy and Presley, is a favorite past time, as is standing in the middle of a trout steam in Colorado with a fly rod. If a TV is present, it is tuned to Denver Bronco football or supporting University of Arizona's basketball team.