For over 30 years Mark has worked with retirement plan sponsors and plan participants with a passion to provide fiduciary oversight and sound investment guidance to position participants for long-term retirement success.

Mark has extensive experience in delivering process-driven solutions to help protect employers from corporate and personal financial liability, while striving to provide plan participants with a path to a successful retirement.

Mark’s career started with Principal Financial Group in Des Moines with stops in Chicago, Atlanta and Tulsa. After 13 years with Principal, he accepted a Retirement Consultant position with a regional advisory firm and then in 2004, Mark founded Forbes Financial Group. In 2016, he entered a partnership with SRP.

Mark earned his BBA from Drake University, Des Moines, IA. He is an investment advisor representative and has passed the Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law Examination) exams.

Mark holds the C(k)P designation, Certified 401(k) Professional, from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles. In addition, he also holds the Certified Plan Fiduciary Advisor (CPFA) designation. Mark is currently a Board Member on the University of Iowa’s Parent and Family Council.