Meet Mark

As a former Wealth Manager, and now full time Real Estate Professional, Mark has dedicated his life to helping his clients find financial solutions that provide long-term financial independence. His consultative based approach means he gets to fully understand your needs and values before presenting your best options.

 
 
untitled-1-15.jpg

Family 

Mark is an Arizona State University alumni and has called Arizona home for nearly two decades. He married his college sweetheart, Jennifer, in 2008 in Scottsdale. They now call Gilbert home with their 2 year old daughter Charleigh. On weekends, they spend as much time outdoors as they can. 


Experience

Mark graduated from ASU in 2003 with a B.A. in Interdisciplinary Studies focused on Business Management and Mass Communications. He immediately began his finance career with Vanguard in Scottsdale and in 2008, at the age of 26, Mark earned his Certified Financial Planning (CFP®) certificate, a designation he still maintains today.  As a dedicated fiduciary, Mark grew his wealth management business to $380 million in assets under management before his departure to pursue his passion for real estate full time. 

133sloat_group.jpg

Self reliance

When Jennifer came home one day and said she had a work conference in the Caribbean in 2 months, Mark signed up for sailing lessons so he and Jennifer could cruise the islands at their own pace, undisturbed. It's a hobby that has taken them around the world to the waters of Southeast Asia, the South Pacific, and the Caribbean. Mark's life goal is to circumnavigate the world by sailboat (or motorcycle) before he turns 50. As the late great Warren Miller once said "If you don't do it this year, you'll be a year older when you do".