Mark has dedicated his career to managing asset portfolios and creating long term relationships with his clients since 1993. He was a Relationship Manager and Trust Officer with both Home State Bank and Bank One in Colorado. As a Financial Wealth Management Consultant for the past 15 years with firms such as First Allied Securities, Charles Schwab, and Wells Fargo Private Client Services he has provided financial guidance for hundreds of households and families across Colorado and Wyoming. More recently, he has been a Financial Consultant with Capital Asset Management in Loveland.
He is now the Wealth Advisor for his new firm Haenny Asset Management. Mark brings a patient, disciplined, and enduring approach to providing investment guidance to people with the goal of helping his clients get to “their beach” wherever that may be.