Experience

Mark is committed to helping individuals pursue their financial needs by developing investment plans that reflect their long-term goals and risk tolerance. Coupling his experience throughout major shifts in the markets with Stifel's extensive resources, Mark seeks to help his clients by structuring balanced portfolios that address their specific financial goals.

Mark began his investment industry career in 1997 with A.G. Edwards & Sons. He then moved his practice to Wheat First Union, shortly before their merger with Wachovia Securities. He joined Wells Fargo Advisors through the firm's acquisition of Wachovia Securities in 2009, and joined Stifel in 2018. Serving Western North Carolina area investors for 20 years, he looks forward to helping his clients pursue their financial goals for many years to come.  

Prior to becoming a financial advisor, he worked for eight years as a District Sales Manager for CARQUEST Distribution Center, a Division of General Parts, Inc.  

Mark and his wife, Susanne, a registered nurse, have been married more than 23 years, have three children, and are residents of Lincolnton, North Carolina.