Mark is a financial advisor in Denver, CO. He achieved his CERTIFIED FINANCIAL PLANNER™ designation in 2006 and founded Infinium Investment Advisors, LLC in 2009. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on financial planning with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and founded WineLeague®, a charitable organization that introduces dynamic nonprofits to their next generation of supporters through competitive wine tasting events.
Katie is a +20 year veteran of the financial services industry. She has worked at large brokerages Merrill Lynch and UBS in a variety of capacities. Katie is licensed professional and has an uncanny ability to problem solve and get things done right the first time!
Katie and her family live in the metro Denver area and enjoy getting out enjoying all that the beautiful state of Colorado has to offer.
It is never too early to get started on your financial planning. Our financial advisors act as a fiduciary on your behalf. We love putting your interests first!
Tell us more about your goals, and we will get you started on a plan to achieve them.
50 South Steele Street, Ste. 830, Denver, CO 80209
Copyright © 2019 Infinium Investment Advisors, LLC - All Rights Reserved.