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B.S. Utah Valley University

Series 7 & 66 Registration

Life and Health Insurance License

mark@everspire.com

Mark Lott
Wealth Advisor

Mark has had experiences both in and out of the financial industry that make him a great resource for his clients. He comes to Everspire most recently from a private banking role at Wells Fargo, where he specialized in the customized banking and investment needs of sophisticated clients. Before that, he worked as a consultant for Morgan Stanley (through Randstad), advising business clients on how to best design and use their employee stock plans. When he first entered the industry, Mark’s training at First Command gave him experience with the investment challenges and questions faced by military personnel. He later moved to Utah and worked as an advisor first at Girard (later purchased by Cetera) as well as E*Trade.

Mark’s also brings a unique perspective because of his background as a business owner prior to his employment in financial services. As a Great Harvest franchise owner and operator for 20 years, Mark has personal experience with the unique investment, tax, retirement planning, and succession/exit planning challenges faced by business owners.

Mark and his wife Aimee have been married since 1994 and have three children. They make their home in Herriman, Utah and they enjoy eating out as a family. In his precious downtime, Mark enjoys biking, golf, and playing the guitar. Mark is also an excellent basketball player and though he was invited on recruiting trips by multiple colleges he was ultimately deemed not to be tall enough.

Favorite BookThe Boys in the Boat, Daniel James Brown

Favorite Movie — Saving Private Ryan

Bucket List — See the Northern Lights / Aurora Borealis

Favorite Destination — Sydney, Australia

EVERSPIRE
Everspire Plaza
6900 S. 900 E. Suite 200
Midvale, UT 84047
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Phone : (801) 545-8706
Fax : (801) 545-8706

Advisory services offered through Everspire, a Registered Investment Advisor. Securities offered through M. H. LeBlang, Inc.
Member FINRA/SIPC.