Mark Trevenna is a University of Montana / Montana School of Mines graduate with a Bachelor of Science degree in Business Finance. Mark is also a Certified Estate Planner (CEP) and brings over 25 years of investment management wisdom and experience to The Wealth Strategies Group. His comprehensive investment plans address all aspects of each client’s retirement, investments, estate and charitable planning needs via The Wealth Planning Strategy and LPL Financial.
Mark takes a personal approach and values his relationship with his clients. This strategy assures that his clients’ specific needs are being addressed and that their investments compliment their entire financial picture.
Mark and his wife, Sheri, live and have raised their two sons, Eric and Evan, in Littleton, Colorado.