Mark graduated from the University of Minnesota, 1986, with a B.A. in history and a Minor in anthropology. In 1998 he completed the Chartered Financial Analyst® program and is a current CFA® charter holder. He has been a Registered Securities Representative (Series 7) since 1986, and a Securities Principal (Series 24) since 1987. He has managed bond mutual fund portfolios since 1987 and stock mutual fund portfolios since 1991. He has been a Branch Manager for Pacific West Securities, Inc. since 2002.

In 2000 Mark formed the Registered Investment Advisor Firm, Trademark Financial Management, LLC in order to offer money management and consulting services to other financial professionals and individual investors. His focus is on risk adjusted return and principal preservation.

In his spare time Mark enjoys reading non-fiction, playing softball, watching baseball games and coin collecting. He is an accomplished nature photographer and many of the pictures hanging in our office are the result of his travels throughout the Upper Midwest.

John graduated from Colorado State University, 1999, with a B.A. in history. In 1999 he was hired as a Registered Securities Representative on a Gold Service Team with Charles Schwab in Denver, Colorado. After leaving Denver in 2001, he worked as a Senior Trader for Marquette Partners, LLP, a Chicago and London based proprietary futures trading firm. He joined Trademark in 2005. John currently holds FINRA Series 7 and Series 65 licenses and was admitted to the Eurex Financial Futures Exchange in 2002. He is currently pursuing an MBA in finance at the University of Saint Thomas part-time.

John's personal interests include yoga, writing, fly fishing, fly tying, backpacking, alpine & nordic skiing, and hiking with his dog Bella. His writing has appeared in various magazines including Eastern Fly Fishing and Midwest Fly Fishing.

Cynthia joined Trademark in 2007 and brings with her over 20 years of experience in client relations.  Her career began in the employee benefits insurance industry and later transitioned to the fire and casualty sector.  Cynthia then held various positions in the banking industry while working for Community Banks in Harrisburg, Pennsylvania.  During the 5 years prior to joining Trademark, she was the Operations Manager and Primary Securities Assistant for a busy financial planning firm in Victorville, California.  In 2004 she received Pacific West’s Assistant of the Year award.

Cynthia enjoys traveling, swimming, cooking and spending time withher family -especially her dog Roxy. She has a passion for military history and enjoys researching little known battles.