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®
Rich moved to Idaho from New York, where he worked for several different investment companies over a decade; most recently as a Regional Vice President for Transamerica Mutual Funds. Prior to Transamerica, he was a Regional Vice President for Curian Capital, the investment subsidiary of Jackson National, and Lindner Capital, a third party asset manager utilizing primarily Dimensional Funds.
Bachelor’s in Economics from the University of Utah.
Series 6,63,65 licensed
Idaho Life and Health Insurance licensed
Tax services provided by Mr. Hunter are separate from the investment advisory service offered.