Mark founded Springsteel Investment Advisors in 2012 after a 15 year career in banking, corporate finance and as Treasurer and Director of Financial Services for AAA Arizona. His investment strategy is focused on providing the same comprehensive and risk-based investment approach for his clients as he found in the corporate world. Mark believes that an investment discipline that includes personal and/or family investment policy statements, a fiduciary mindset, focus on risk measures as well as return measures, and structured approach to review and investment decision making can benefit personal portoflios as they do corporate investments.
Mark started his Registered Investment Advisor practice in conjunction with his wife Rachel's CPA firm, Springsteel PC, located in the same offices. They work together to provide one office that is the cornerstone of the client's financial life.
We offer a complimentary "Get Acquainted" meeting to demonstrate what we do and to see if our services are right for you.