Meet Mark

Mark is dedicated to serving his clients’ needs and performing due diligence for them whenever it is needed. He holds himself accountable for the client relationships he services, and always strives to educate the client.

Mark Jones is a Wealth Advisor and brings more than 30 years of experience in financial services to the management team. His experience ranges from Chief Compliance Officer, Operations Manager and Trading Specialist. This variety of responsibilities – spent over 23 years working alongside Brent and seven years working as a Senior Regional Contact at ING out of Seattle, Washington – has provided Mark with an in-depth knowledge of investment management, client relations and systems management. He brings a passion for providing the highest level of personalized service and investment experience to the clients we serve.

Born and raised in Seattle, Washington, Mark lives in the Phoenix area with his wife, Stacy, and their five children, with the two youngest adopted in 2017. Mark is currently coaching his daughter’s high school volleyball team and loves both his wife’s cooking and finding time for a round of golf.


Favorite food:


What motivates you:

A desire to grow, learn, be diligent and utilize the experience of a 30-year career to make a difference in the lives of the clients we serve.

Best piece of financial advice received:

Be open to advice from others, be informed, be disciplined, be persistent, be thorough and be diligent to control emotion. Make sure your process is as efficient as possible to maximize opportunities.

Favorite quote:

“The meaning of life is to find your gift. The purpose of life is to give it away.” – Pablo Picasso

Favorite holiday:


Biggest accomplishment:

Still working on it...

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