Mark Zwick

Associate Wealth Advisor

Mark was born and raised in Houston, Texas. He graduated from Texas Tech University with degree in Personal Financial Planning, where he developed a strong foundation in investment management, retirement planning, tax-efficient strategies, and comprehensive wealth planning.

After graduating, Mark began his career at Ameriprise Financial, where he gained valuable experience supporting advisors and clients throughout the financial planning process. Through this experience, he gained exposure to a broad range of planning tools, including investment management, tax efficient strategies, retirement planning, cash flow analysis, and optimizing wealth accumulation. Mark is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as part of his commitment to providing comprehensive, fiduciary-focused financial advice.

Mark is passionate about helping individuals and families navigate financial decisions with clarity and confidence while developing strategies designed to align their resources with their long-term goals and values.

Outside of the office, Mark enjoys spending time with family and friends, visiting national parks, attending sporting events, and exploring Houston's diverse food scene.