Finance Is My Passion
About Me
Hi, my name is Mark. I’m a real estate investor, Mechanical Engineer, and Independent Financial Planner affiliated with Global View Capital Advisors. I graduated from the University of Wisconsin Platteville with a bachelor’s degree in Mechanical Engineering in 2019. I currently hold a Life and Health Insurance License and a Series 65 Securities License.
My mission is to help people secure their financial future while having their best interests at the forefront of every recommendation. This is at the core of the Fiduciary Standard- “an advisor must put their clients’ interest above their own”.
At Global View, I am fortunate enough to have access to numerous partners across the investment and insurance industry. These partnerships provide access to unique, customizable solutions that cater to each individual’s needs. I am able to serve clients nationwide while taking a holistic approach to financial planning.
My Story
I always loved creating models and putting puzzles together as a kid. I had a knack for problem-solving and excelled in Mathematics. These qualities ultimately led me to my career as an Engineer. As I went through college, I developed a love for finances and how to make money. I purchased my first rental property at 22 and started my first business at 23.
As I acquired more properties and explored different niches in the finance world, I realized my passion could be more than just a hobby. As a result, I obtained my Securities License in addition to my Life and Health Insurance license and now work in affiliation with Global View Capital Advisors.
Why Global View Capital?
Have you ever heard the term Fiduciary? A Fiduciary Advisor is simply someone legally obligated to act in their client’s best interest. Many firms in the finance industry do not abide by this; only approximately 15 percent of advisors fall under the Fiduciary Standard. At Global View, it is the only standard.
I became part of the Global View team because of their values and emphasis on providing individuals with unbiased information to secure their financial futures. Global View’s partnerships allow them to collectively help practically everyone regardless of their age, net worth, needs, or plan complexity. The individuals that work at Global View pride themselves in catering to their clients on a holistic level, truly giving them peace of mind.
