Mark A. White became a client of Waddell & Reed in 2005 after enrolling in The Waddell & Reed Financial Wellness Program. As his Advisor, Shawn Macken took him through the Financial Planning Process, Mark found the process incredibly impactful. So much so that in February 2008, Mark changed careers and began as a Waddell & Reed Financial Advisor in Omaha to truly immerse himself into the culture that he was exposed to.
In October 2010, Mark transitioned to a support role for Shawn that has eventually led to his current position as President / COO of Shawn’s business: Expanse Wealth Management.
Mark grew up in Elk Horn, IA with two brothers and received his Bachelor’s Degree from the University of Northern Iowa in Cedar Falls, IA. Mark lives in a cabin along the Elkhorn River, spending his free time enjoying the quiet lifestyle, watching wildlife, reading, yoga and meditating. He also enjoys live music and dining out at the variety of restaurants in and around Omaha area.