Mark has over 35 years of experience in the investment industry, working with clients to design and implement comprehensive solutions that cover retirement planning, estate planning, wealth transfer, asset allocation, cash flow management, and tax minimization strategies. Mark brings a team-based approach to his work, leveraging the wide range of professionals and resources available to him at Baird.
Mark attended St. Cloud State University and studied finance at the Carlson School of Management at the University of Minnesota. His leadership was evident during his tenure as chairman of the Investment Committee at Luther Seminary College, where he oversaw the school’s $100 million endowment. During his eight years of service, Mark was responsible for re-writing the school's Investment Policy Statement, setting a strong foundation for future success.
Currently, Mark lives in Plymouth, Minnesota, and enjoys spending time with his two children and three grandchildren.
If you would like to learn more about Mark or have any questions, please feel free to reach out.