Mark has been in the investment services industry for over 7 years and is the founder of Centennial Wealth Management. After working for one of the largest independent investment advisor firms in Idaho, Mark wanted to take the knowledge he had gained and enhance the client experience by adding a holistic approach to wealth management that would encompass more than just investment management. As an acting fiduciary, Mark loves working with his clients through their personalized financial evaluation, education, and accountability process.
Bachelors, Financial Economics: Brigham Young University - Idaho
Licenses and Designations
Certified Investment Management Analyst, CIMA®
Luke brings over 15 years of professional experience to the firm having consulted with world class consulting firms such as KPMG and Gallup. His expertise in human behavior and change management led him to consult with executives from famous organizations such as the NFL, Lowe's, Molson Coors, and State Street. He applies what he has gleaned from consulting with successful leaders to provide sound advice to his clients.
Bachelors, Finance; Brigham Young University
Masters of Business Administration (MBA); Brigham Young University
Luke currently holds the Series 65 license and has completed the examination process for the Series 6, 7, & 66 licenses.
Curtis has been a practicing CPA for over 10 years. He has previously consulted with some of the largest and well-known firms in the world, such as HP, Facebook, Google, and Starbucks. Additionally, he has worked with individuals all over the world providing personal tax planning and compliance services. His strong background in tax law allows him to provide clients with the advise they need to make informed decisions concerning their current and future investment needs.
Bachelors, Accounting, Brigham Young University – Idaho
Masters, Accounting, University of Idaho
DESIGNATIONS AND LICENSES
Certified Public Accountant, CPA
Curtis holds the Series 65 licenses and has successfully completed the examination process for the Series 7 and 66 licenses.