As Manager of Wealth Management Services, Mark is responsible for financial planning and client service. Mark earned his JD from the University of Wisconsin Law School and his MBA from the University of Wisconsin-Madison.

After finishing his education, Mark began his working career in 1977 as an associate at the Madison law firm of Melli, Shiels, Walker & Pease. In 1980, Mark moved to Marshall & Ilsley Trust Company where he served as Vice President and Trust Council until 1989 when he left Madison and moved to Milwaukee to become the Senior Vice President and Managing Trust Officer for the Wisconsin Trust Division of First Bank Systems (now US Bank). In 1994, Mark moved to Minneapolis to US Bank’s headquarters where he first served as Senior Vice President and Manager of Special Projects and was responsible for the design of the original Wealth Management Services platform before becoming the Senior Vice President and Manager of the Structured Finance and Document Collateral Services national business units in US Bank’s Corporate Trust Division. In 2001, with the idea of applying his knowledge and experience to build something from the bottom up, Mark moved from the world of large banks to the smaller bank world when he joined Sand Ridge Bank, a $1 billion community bank located in northwest Indiana to become the Senior Vice President and Manager of their start-up Trust Division. After Sand Ridge Bank was taken over by Cincinnati based First Financial Bank in 2006, Mark and his wife, Barb, felt it was time to come back to Madison where Barb was raised and their two children were born and Mark joined Holt-Smith Advisors in 2007.

Throughout his working career in the Trust and Investment Management business Mark has had the benefit and experience of working with a wide variety of individual and institutional clients. According to Mark, the reason that he is in this business is because he really enjoys helping people to find the best solutions to enable them to achieve their financial and life goals. As Manager of Wealth management Services at Holt-Smith Advisors, Mark works to provide clients with the necessary education, guidance and advice to allow them to effectively grow and utilize their wealth and to properly and efficiently transfer their wealth.

In addition to giving seminars to the public and for adult education on various estate planning and investment topics, Mark has also served as a member of the Vestry of St Andrews Episcopal Church, as a member of the Board of Trustees of the Milwaukee Community Foundation, and Chair of the Planned Giving Committee of the Children’s Hospital of Wisconsin Foundation.