We believe in being true independent fiduciaries and acting in your best interest. It's the right thing to do and the best way to get you to your happy place sooner!



Mark loves helping families succeed. For most families, this means making the most of what they have to build and preserve their wealth. Mark does this through his technical expertise, coaching, and having the freedom to act as an independent fiduciary (always in the client’s best interest).

Technical Expertise

CFA & CFP®.  Mark obtained the Chartered Financial Analyst (CFA) designation and became a Certified Financial Planner (CFP®) professional during his 14 years of financial planning and investing experience to make sure he had the technical expertise to serve his clients.



Mark’s experience working with clients of all income and wealth levels has given him the ability and perspective to coach and educate. If you ask his wife, raising his two boys and coaching their teams, has made Mark an even better financial coach.

Ship's Wheel

Independent Fiduciary

Having technical knowledge means nothing if you don’t have the freedom to act on it. Mark will treat your family like his own, always acting in your best interest. Mark is a member of the National Association of Personal Financial Advisors, or NAPFA. They have a strict fiduciary standard.

Senior couple hugging

Take the next step to work with Sona Wealth

Let's Discuss Your Future.

Call us today or schedule an intro meeting with us here. 

Service Areas:

Chanhassen, MN and the greater metro area of Minneapolis

Main Office:

By appointment only

200 Southdale Center
Edina, MN 55435

Secondary Office:

By appointment only

1600 Utica Ave S

St Louis Park, MN 55416


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Sona Financial, LLC (d.b.a Sona Wealth and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.