Vice President, Affluent Wealth Planning
Mark Petersen’s business career spans 35 years of which 30+ have been as a Certified Public Accountant. In the early 90’s Mark transitioned to the investment business as a Registered Investment Advisor and has added CERTIFIED FINANCIAL PLANNER™ practitioner to his credentials. Mark is insurance licensed in Nebraska where he is a lifelong Nebraskan with Midwestern values and work ethic. 13 years of Mark’s career were spent in the state of Texas. Mark joined the Wealth Enhancement Group of Carson Wealth Management Group in 2005. Today his role is Vice President, Affluent Wealth Planning, which allows him an opportunity to work with high and ultra high net worth families on complex planning decisions involving cash-flow needs, business succession planning and generational asset transfers.
Away from the office Mark enjoys time with his wife and the family’s Meyers parrot. You are likely to find Mark on the golf course in good weather, followed by a stint behind the grill. In 2016 Mark had his vintage 1979 Raleigh road bike restored and enjoys long distance bike rides. Mark is motivated to be the best he may be in everything he does, but especially enjoys helping others make well reasoned choices when faced with life’s forks in the road.
Getting to know Mark
Favorite quote: “Information is valuable, keep it safe.”
Hidden talent: Mathematical computations without a calculator, especially percentages and ratios and the identification of unintended consequences.
What motivates Mark: Having a positive impact on people’s lives by being the “go-to,” trusted advisor for financial and life matters.
Place Mark would most like to visit: Australia and New Zealand