Mark joined Sherpa Wealth Strategies in 2017 to assist with investment research, financial planning and administration projects. Mark has previous training as a financial advisor, although he spent most of his career managing computer information systems in Southern California and Bend.
Mark and his wife, Kathy, have lived in Bend since 2003, and love the beautiful area and many outdoor activities. They actively volunteer in the community, especially through Temple Beth Tikvah, where Mark has served as president. Mark is a graduate of Dartmouth College, where he majored in math. He also has a Master of Science in Business Administration from California State Polytechnic University, Pomona. He enjoys sports and regularly participates in tennis, softball, pickleball, and basketball (when his knees allow it). He hopes to get more involved with biking in the future.