Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132 | (406) 294-2808
After 20 years of consulting to financial advisors across the western US, Mark has joined Troy Bruce’s team at Peak Financial Management. As a Certified Investment Management Analyst (CIMA®), Mark adds expertise in the areas of portfolio construction and maintenance as well as goals based financial planning.
Mark is a Montana native. He attended high school in Billings and college at the University of Montana. Mark, and his wife Kim, have 3 children. When not following the kids’ activities, Mark and Kim enjoy family, friends, and the various outdoor activities that Montana is known for.