You’ve made it this far, I’ll keep the ‘about me’ short.

Prior to founding Z Mark Financial, I was a VP, Trust Officer and Sales Director with a regional bank and national retirement plan record-keeper.  A great deal of my time was spent helping small businesses throughout the country to implement, review and/or improve their 401k or group retirement plans.  I began my career with a Fortune 100 financial services firm working to assist group retirement plan participants before being promoted to work with individual investors in an advisory capacity.  

Z Mark Financial was started, coincidentally, right in the middle of the pandemic.  To be certain, however, it was started on and with purpose.  There are still too many underserved retirement plan sponsors, plan participants, and investors…we aim to change that (at least as much as possible).  

I currently live in the Grays Lake neighborhood of Des Moines with my wife Justine, our cat Enzo, and our dog Yarmouth. 

Thank you for visiting.