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(916) 269-0810 | Email Mark

My Philosophy

Wealth management is a puzzle composed of numerous interlocking pieces that must fit together to work well. Getting that fit requires understanding what each client is trying to accomplish, and then understanding the complexities of each planning component (financial planning, investments, estate planning, insurance, asset protection, etc.) so they work together well to avoid dangers, and take advantage of opportunities. Doing so requires a lot of hard work, but provides an immeasurable sense of confidence and peace of mind about the future.


My Specialties

  • Retirement Planning
  • Financial Planning
  • Retirement Income
  • Investments
  • Estate Planning

My Interests

  • Spending Time with My Wife and Two Kids
  • Writing (fiction and non-fiction)
  • Golf

My Qualifications

  • Juris Doctor, Washington & Lee University School of Law (1997)
  • BA in History, Williams College (1988)

My Involvement

  • Sacramento Estate Planning Council, Secretary
  • YMCA of Superior California Foundation, Trustee

My Experience

  • 2018-Present – Genovese Burford & Brothers (Financial Advisor)
  • 2014-2018 – Moss Adams Wealth Advisors (Financial Advisor)
  • 2010-2014 – Genovese Burford & Brothers (Financial Advisor)
  • 2001-2010- Woodman & Eaton, PC (Trust & Estates Attorney in Concord, MA)
  • 2001-2010 – Monument Financial Advisors, LLC (Financial Advisor in Concord, MA)
  • 2001-2010 – Monument Group Fiduciaries, LLC (Trust Administrator in Concord, MA)
  • 1997-2001 – King & Navins, PC (Trust & Estates Attorney in Wellesley, MA)
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