With over 3 decades of experience working with closely held business owners, shareholders or partners of mid-sized companies and family offices, Mark has assisted in legal, financial, and investment planning, His personal work experience includes being a business owner himself and attorney. In 2001, Mark decided to move out of the full time practice of law make his focus proactive client planning and the financial services industry. Currently Mark oversees Waterloo’s Family Office Services division. Mark’s expertise in all areas of wealth management, specifically business, tax, estate and transition planning, helps families manage, maintain and grow their wealth across multiple generations. In addition to this role, Mark is the co-founder of Ironclad Strategies (powered by Waterloo), a multi-family office). Mark is sought after by business owners as they transition from the active growth of their companies into exit or transition planning and wealth building for their families and other interests.
As a financial advisor, Mark brings a thoughtful understanding of clients wants and needs in addition to complex strategy and product knowledge to his work. Mark’s experience and resources have enabled him to advise and add value to a variety of clients from diverse backgrounds and industries while helping them focus on Risk Management, Asset Coordination, Small Business Planning and Multi-generational Wealth Planning. Mark is a graduate of Stanford University and the University Of Texas School of Law. He speaks regularly, connecting with audiences on topics of benefits, business transfer /transition strategies, protection planning and financial independence.