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Mark joined TruStage™ in 2018. With more than 20 years of financial industry experience, Mark has been both an advisor and a consultant. He has worked for companies including Merrill Lynch, Citibank and AssetMark. He has a bachelor’s degree from Indiana University and life and health insurance licenses.
Mark spends his free time with his wife and two sons, and they enjoy traveling and the outdoors. Mark is also an avid golfer.
Using industry best practices, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.
- Behavioral Finance Advice™ (BFA™)
- Securities Registered with FINRA®
- Holds Series 7 and 66 Registrations
Ed brings more than three decades of experience in the financial services industry to his role at TruStage™. Previously, he marketed profit sharing and 401(k) plans to sponsor groups with PlanAmerica, and he spent time at Merrill Lynch and UBS, working in the wirehouse environment. Ed also taught licensing exam preparatory courses for Kaplan Financial Education. Ed earned his Bachelor of Science in Finance from San Diego State University.
Ed married his wife Chelle more than 30 years ago and has welcomed two children and two grandchildren since then. When he’s not helping ensure healthy futures for his clients, Ed can be found hitting the golf course, listening to live music or enjoying a bike ride.
As for his style, Ed works hard to earn and continue to build trust because it’s often clients’ deciding factor when choosing the professionals they’ll work with. He also believes in going over and above what’s expected while maintaining a positive attitude along the way.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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