SI Wealth Management

Mark joined SI Wealth Management as a Financial Advisor in May of 2019 after spending 13 years as an Energy Trader. As a financial advisor, Mark's goal is to help clients develop a strategy that will enable them to reach their financial goals. Our mission is simple... WE STRIVE TO DO WHAT IS RIGHT FOR PEOPLE. We create strategies for individuals in all stages of life. SI is able to do this by having relationships with multiple companies to find the appropriate products needed for the situation. Whether you are in retirement, need help with estate planning, a beginning saver, or somewhere in between, we can help create strategies for you. Investments, insurance, and annuities may be a big part of our personal and business strategies. We can help with all of these. But most important, we can coordinate the efficiency of how these products work within your individual strategy.

Mark earned his Bachelor of Business Administration from the University of Mary Hardin-Baylor. He and his wife Sarah live in Fredericksburg with their two kids, Ethan and Emma. He is a member of First Baptist Church in Fredericksburg, Texas and serves on the Board of Directors for Fredericksburg Little League. Mark enjoys coaching his son's youth teams, hunting, fishing, playing golf, and spending time at his family ranch near Eden, TX.

Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations. In addition, he is licensed in Life, Accident, Health and HMO by the Texas Department of Insurance. He is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.

As a financial advisor, Scott's goals are simple. "I want to help people understand and implement solutions to help them accomplish their goals. I pride myself on being able to explain options in a simple and easy manner. This allows us to then explore the best options for THEIR situation. Each family's situation is unique and needs to be treated as such”

Scott and his wife Jenny have two boys, Cole and Brooks. He is a member of St. Mary's Catholic church in Fredericksburg, Texas, and is active in the ACTS movement. Scott enjoys playing golf, spending time outdoors, and helping people out in times of need. Family and friends are very important to Scott. He enjoys spending time with all of them and "enjoying the good times".

Scott holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations. In addition, he is licensed in Life, Accident, Health, and HMO by the Texas Department of Insurance. He is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.

My faith, family and friends are especially important to me. After being in education as a teacher and school counselor for 22 years, I decided I needed a new challenge, one that would afford me more time to spend with my family. I met with Scott as a client and loved the way he and Mark communicate, educate, and are genuinely good men, therefore I joined their team, in September 2021. 

My husband Stuart is a native of this wonderful community of Fredericksburg. We have two sons who are both out of high school and starting their own busy adult lives.  

When I am not working, I love spending time with family, being outdoors, and staying involved in the community. I am active within our church, Holy Ghost Lutheran, and other non-profit organizations.  

I am here to help and serve our clients in any way possible.