Mark is the co-owner of Westface Financial Advisory, Westface Financial & Insurance Services, and Westface College Planning. He has 35 years of financial and insurance industry experience.
In 1985 Mark started his financial career with Industrial Indemnity Insurance Company. He held positions of FINRA Broker / Dealer licensed securities representative and principal, Underwriter, Marketing Director, Captive Insurance Company Director, and COO National Accounts.
In 1997 Mark joined internet startup InsWeb Corporation (NASDAQ INSW) and help positions of COO, CFO, and CEO.
In 2006 Mark and his wife, Beatrice Schultz started Westface Financial and Insurance Services.
In 2015 Mark added the position of CEO of MoneyTrax, Inc. Mark splits his time between helping clients of Westface Financial and training advisors across North America on how to improve their firms using the Circle of Wealth client communication system.
Mark has a Bachelor of Science in Finance from California State University – Chico, and a Masters in Management from Boston University – Vrije Universiteit Brussels, Belgium.
Mark is an Investment Advisor Representative with Westface Financial Advisory, a registered investment advisor. He is also a Life & Health Insurance Agent.
Washington State Insurance License #914841