Senior Vice President–Wealth Management
Financial Advisor
John Mark is a dedicated financial advisor with a passion for helping clients achieve their financial goals. With 27 years of experience in the financial services industry, he specializes in investment management strategies that align with the needs and aspirations of individuals and families.
His experience spans a wide range of areas, including investment portfolio, design, risk management, retirement planning, tax optimization, estate planning, and comprehensive financial wellness.
John Mark holds a Bachelor of Business Administration degree in Finance from the University of Texas at Arlington, along with Series 7, 66 securities and insurance licenses. He is committed to ongoing education and staying current with market trends and regulatory changes, ensuring that clients receive the most relevant and effective advice.
He is passionate about giving back to the community and actively involved in ministries at Friendly Baptist Church in Tyler, Texas where he contributes his time and resources. John Mark and his wife, Crystal, have been married for 27 years and have three beautiful children. In his free time, he enjoys outdoor activities and cherishing quality moments with family and friends.
Senior Vice President–Wealth Management
Financial Advisor
John Mark is a dedicated financial advisor with a passion for helping clients achieve their financial goals. With 27 years of experience in the financial services industry, he specializes in investment management strategies that align with the needs and aspirations of individuals and families.
His experience spans a wide range of areas, including investment portfolio, design, risk management, retirement planning, tax optimization, estate planning, and comprehensive financial wellness.
John Mark holds a Bachelor of Business Administration degree in Finance from the University of Texas at Arlington, along with Series 7, 66 securities and insurance licenses. He is committed to ongoing education and staying current with market trends and regulatory changes, ensuring that clients receive the most relevant and effective advice.
He is passionate about giving back to the community and actively involved in ministries at Friendly Baptist Church in Tyler, Texas where he contributes his time and resources. John Mark and his wife, Crystal, have been married for 27 years and have three beautiful children. In his free time, he enjoys outdoor activities and cherishing quality moments with family and friends.
Wealth Strategy Associate
Accredited Asset Management Specialist
Since joining the East Texas Wealth Management team in 2019, Olga has been dedicated to empowering clients through informed investment strategies and personalized financial guidance. Her comprehensive approach combines thorough financial goal analysis with a deep understanding of each client's risk tolerance, time horizon, and financial objectives, ensuring that every portfolio is strategically aligned for optimal outcomes. Olga provides actionable investment strategies that support her clients' long-term goals.
She holds both a Master of Business Administration and a Master of Science in Engineering, recognized as the Outstanding MBA Student from the Soules College of Business at the University of Texas at Tyler. In addition, Olga is a proud member of the Beta Gamma Sigma International Business Honor Society and has obtained her Series 7, 66 securities and insurance licenses.
A passionate advocate for community service, Olga serves on the Board of Directors for Christ-centered Abortion Recovery and Education (CARE). In her free time, she enjoys traveling, playing the piano, and participating in outdoor activities with her family. Married to her husband Leonard for 28 years, they are proud parents of four children who inspire them every day.
Credentials
Wealth Strategy Associate
Accredited Asset Management Specialist
Since joining the East Texas Wealth Management team in 2019, Olga has been dedicated to empowering clients through informed investment strategies and personalized financial guidance. Her comprehensive approach combines thorough financial goal analysis with a deep understanding of each client's risk tolerance, time horizon, and financial objectives, ensuring that every portfolio is strategically aligned for optimal outcomes. Olga provides actionable investment strategies that support her clients' long-term goals.
She holds both a Master of Business Administration and a Master of Science in Engineering, recognized as the Outstanding MBA Student from the Soules College of Business at the University of Texas at Tyler. In addition, Olga is a proud member of the Beta Gamma Sigma International Business Honor Society and has obtained her Series 7, 66 securities and insurance licenses.
A passionate advocate for community service, Olga serves on the Board of Directors for Christ-centered Abortion Recovery and Education (CARE). In her free time, she enjoys traveling, playing the piano, and participating in outdoor activities with her family. Married to her husband Leonard for 28 years, they are proud parents of four children who inspire them every day.
Credentials
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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