Mark is focused on comprehensive wealth accumulation and preservation, wealth transfer, estate planning, and charitable giving solutions for the families and individuals we serve.
Mark joined LionsGate Advisors in 2018 and he brings over four decades of experience in the business arena, most recently serving as Vice President of Generosity for WaterStone, a 501(c) 3 public foundation specializing in non-traditional asset gifting. He believes innovative giving strategies have the power to transform families and communities – it is his greatest passion and his life’s work.
Mark holds his Series 65 Uniform Investment Adviser Law license and a M.S. in Mass communications from Miami University and a B.S. in Broadcasting from the University of Florida. Mark’s wealth management experience also includes positions of Vice President and Wealth Advisor for the BMO Private Bank and Vice President and Private Client Manager for U.S. Trust. He holds several accreditations including the Accredited Gift Planning Associate (AGPA) designation from Gift College.
Mark has served his church, Calvary EFC, in many capacities including serving as Chairman of the Elder Board, facilitating a financial management curriculum, helping to spearhead the church’s legacy giving ministry, and leading various small groups. He plays an active role in the community by serving as a past Chairman of the Board of Child Evangelism Fellowship of St. Louis and is currently First VP of the Board of the Fellowship of Christian Athletes (FCA) of St. Charles.
Outside of the office, Mark loves spending time with his family including his wife, grown children, and two grandchildren. He is an ardent sports fan with baseball as his first passion. Mark also enjoys playing pickleball, biking, and he spearheads our team’s weekly trivia session every Monday morning.
Mark and his wife, Sherri, have been married since 1980 and reside in Saint Charles, Missouri.