Mark is an experienced wealth strategist, providing services that include wealth organization, budgeting and forecasting, cash flow analysis, goal-setting, family investment policy tracking, rental portfolio analysis, liquidation strategy, tax optimization, data analytics, risk management, and personal financial dashboard training. Prior to joining Sunlight Peaks, Mark worked for State Farm Insurance for 33 years. Mark’s main focus was leading teams responsible for Planning, Budgeting, Data Analytics, and Executive Support for a large portion of the United States. For his last 16 years with the company, Mark led the State Farm Credit Union, a $4 Billion Financial Institution, as chairman, treasurer, and board member. During his tenure at State Farm, Mark earned several designations including Charted Financial Consultant, Chartered Life Underwriter, and Chartered Property, Casualty Underwriter.