Mark Lerfald

Mark began his career as a financial planner and advisor in 1984 and holds the FINRA Series 7, 63, and 65 Registrations through LPL Financial. Mark is licensed as a Fiduciary Investment Advisor Representative with LPL Financial and is also General Securities licensed. Separately, he is also licensed in Life and Health Insurance in Oregon. Mark began his career at Dean Witter, Reynolds in 1984, has worked at major International and Regional wealth management firms, including 23 years with US Bancorp Investments and US Bancorp Piper Jaffray.

Mark works closely with each client to understand their values and then develops, implements, and monitors their customized plan to help achieve the client’s most important goals, for the reasons that are important to them.

Mark’s volunteer service includes serving as President of the Board of Directors of the United States Tennis Association, Pacific Northwest Section (USTA/PNW), serving on the United States Tennis Association (USTA) Budget Committee, and is a member of the Mid-Oregon Chapter of the Financial Planning Association (FPA). Mark enjoys watching his son play collegiate tennis, walks with his dog, playing tennis, hiking, biking, playing the drums, and travel.