Bio
A familiar face in the industry throughout the Greater Madison Area, Mark has been with the bank since 2004, and leads the department’s Portfolio Management team. He also plays a key role on the bank’s Trust & Investment Committee. A Madison native, Mark completed his undergraduate work in business administration at the University of Wisconsin-Whitewater, and earned a Masters of Business Administration degree, with a finance focus, from the University of Wisconsin-Madison. He has successfully completed a variety of Cannon Financial Estate Planning classes and has obtained his CERTIFIED FINANCIAL PLANNER™ certification.
Education
University of Wisconsin–Whitewater
University of Wisconsin–Madison (M.B.A.)
CERTIFIED FINANCIAL PLANNERTM
Community Involvment
Madison Area Independent Sports League – Secretary/Treasurer
Helping clients achieve their financial dreams!
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