Mark brings over 40 years of experience in the financial services industry, with skills spanning capital markets trading and sales, investment product development and marketing, and providing comprehensive investment consulting to both individuals and institutions.

In his most recent role with Wells Fargo Advisors, Mark led a multidisciplinary team focused on coordinating complete wealth management strategies for clients. Similar to his work with Ashton Thomas, Mark oversaw the development of clients’ holistic wealth plans, with his team offering wealth planning, portfolio analytics, investment management, and transaction support, all designed to create a seamless and integrated client experience.

Before joining Wells Fargo Advisors, Mark worked at several prominent institutions, including Mellon Bank, Paine Webber (now UBS), Lehman Brothers, and Smith Barney, taking him from Pittsburgh to Los Angeles, San Francisco, New York, and back to the Bay Area. Mark earned a Bachelor of Science in financial administration from Saint Vincent College in Latrobe, Pennsylvania.

He and his wife, Kathleen, enjoy an active life in Marin County and beyond. After years of shuttling their seven (now adult children) and supporting their various pursuits, they now enjoy similar activities with their children’s seven (soon to be eight) children that stretch from coast to coast.

Mark’s commitment to community extends beyond his own family. A long-time supporter of youth sports, education, and equine activities, he has served as a baseball and soccer coach, committee chair and board member at San Domenico School and, while a non-riding member of a riding family, he served as the investment committee chair and board chair of Giant Steps Therapeutic Riding Center for people of all ages and abilities.

Known for his ability to simplify complex financial situations, Mark helps clients reach their goals by establishing priorities and marshaling both technical and personal resources. His approach emphasizes managing wealth—not solely investments—holistically. He has built his career helping families navigate life’s challenges, and he strives to build long-term, meaningful relationships with his clients.

One of his most rewarding experiences is seeing a strategy he helped implement for a family over a decade ago come to fruition. Mark’s dedication to his clients has earned him several accolades, including being named to Forbes’ “Best in State” list for 2024.

Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”), SEC-registered investment advisers. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.