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$3.1 trillion
In invested assets globally
As of 03/31/2021
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
Mark enters the financial service industry with UBS after a 14 year professional hockey career. He played for three different NHL teams (Chicago Blackhawks, Philadelphia Flyers, and Florida Panthers) before moving overseas. While playing abroad, Mark and his family lived in Russia, Austria, Italy, and Germany.
A graduate of Colorado College, Colorado Springs, CO, Mark earned a Bachelor of Arts degree in Economics. As a member of the hockey team, he was an NCAA two-time all-American. Also, he was on the Academic All-Conference team, and named Western Collegiate Hockey Association Student Athlete of the Year in 2002.
Outside of work, he enjoys spending time with his wife Jayme, and their three children Max, William, and Ryane. Mark is active in the community coaching hockey and baseball, and is actively involved with the Cullen Children's Foundation in his home community of Fargo, ND -Moorhead, MN. He also enjoys hunting, fishing, and playing golf.
Mark holds FINRA Series 7 and 66 securities licenses.
Personal & Community
Education
Financial Advisor
Mark enters the financial service industry with UBS after a 14 year professional hockey career. He played for three different NHL teams (Chicago Blackhawks, Philadelphia Flyers, and Florida Panthers) before moving overseas. While playing abroad, Mark and his family lived in Russia, Austria, Italy, and Germany.
A graduate of Colorado College, Colorado Springs, CO, Mark earned a Bachelor of Arts degree in Economics. As a member of the hockey team, he was an NCAA two-time all-American. Also, he was on the Academic All-Conference team, and named Western Collegiate Hockey Association Student Athlete of the Year in 2002.
Outside of work, he enjoys spending time with his wife Jayme, and their three children Max, William, and Ryane. Mark is active in the community coaching hockey and baseball, and is actively involved with the Cullen Children's Foundation in his home community of Fargo, ND -Moorhead, MN. He also enjoys hunting, fishing, and playing golf.
Mark holds FINRA Series 7 and 66 securities licenses.
Personal & Community
Education
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
