Mark is a Partner for Davis & Wehrle, LLC and has been in the financial services business for over 40 years.  He is a 1973 graduate of Rice University with a BA in Economics.  Mark holds the Chartered Life Underwriter (CLU®), the Chartered Financial Consultant (ChFC®), and Accredited Investment Fiduciary (AIF®) professional credentials.  He is also a member of the American Society of Pension Professionals and Actuaries (ASPPA®).    

Mark possesses an extensive background in retirement plans and employee benefits.  His first employment experience was in 1973 in the employee benefits department of a large insurance company.  With the advent of ERISA in 1974, his duties were broadened to include this far reaching legislation which continues to this day to have an impact on the private pension system.  Mark’s knowledge base in this field has proven to be extremely valuable in working with not only our retired clients, but also with clients who require integration on their current retirement account into their financial plans.

Mark and his wife Debra have been residents of Austin &Central Texas for over 30 years.  They have 3 children all of whom are now grown.  Mark has served as Treasurer for the Casa Montessori Child Development Center since 1985 and he is very proud of his relationship with Casa Montessori and its significant contribution to the lives of its students and their families.  His hobbies include golf (sometimes this is work) and bridge.