FMA®
Senior Wealth Advisor & Senior Portfolio Manager
Mark has worked as a Financial Advisor and Portfolio Manager for more than 20 years.
He is married to his wife Helen, a local teacher, and together have three daughters; Sarah, Anna and Jenna. When not working with clients, Mark can be found mountain biking, skiing or working out at the local Crossfit box.
Associate
Jennifer joined Wellington-Altus Private Wealth in April of 2024 and is keen to provide exceptional customer service to Mariotto Wealth Management clients. She has over 20 years in customer service and executive assistance experience, paired with a Bachelor of Liberal Arts and Business from Simon Fraser University. Jennifer enjoys meeting and exceeding the needs of clients, building trust, and developing the meaningful relationships necessary to help clients reach their financial goals.
Jennifer, her partner Jerry and their two children have made their home in beautiful Kelowna. With the Okanagan’s rich sense of community they have found it easy to enjoy all the area has to offer.