First Vice President - Branch Director, Consulting Group
Private Client Group
Mark joined RBC Wealth Management as Branch Director in Leawood, Kansas 2008. Mark has over 20 years experience in the financial services industry including positions at two other major firms, Prudential Securities and H & R Block Financial Advisors. He is responsible for recruiting financial advisors and providing them with the coaching and tools they need to be successful.
According to Mark, having the ability at RBC Wealth Management to tap into experienced home office specialists helps clients choose the most appropriate strategies and solutions, offering an advantage to our financial advisors versus our competition. You will also find Mark and the Leawood Branch to have a culture that is conducive to community involvement.
A lifelong resident of the Kansas City area, Mark lives in Overland Park with his son. He serves on the Board of the Kansas City Crusaders, bringing PGA golf to Kansas City, while raising money for charity. Mark serves on the Board of the Kimball Educational Foundation providing scholarships to University of Kansas Students. Mark is a member of the Kansas City Securities Association.
Mark earned a Bachelor’s of Business Administration from the University of Kansas and has continued his education at the Wharton School of Business in the Branch Manager Professional Development program.
Mark enjoys most outdoor activities, including snow skiing, mountain biking and boating while at the Lake of the Ozarks.
|Terrance L Wood|
Senior Financial Associate
Terry is a highly experienced financial and investment professional, whose financial career began in 2001 at Morgan Stanley. Terry joined RBC Wealth Management with Mark in the fall of 2008 from H & R Block Financial Advisors.
Together Mark and Terry develop and implement comprehensive wealth management strategies for families and owners of closely held business’ by establishing close working relationships, encouraging discipline and evaluating results — often in consultation with the clients other trusted tax and legal advisors.
Terry holds the series 7 General Securities, series 66 Registered Investment Advisor Representative, series 31 Managed Futures licenses as well as Life and Health Insurance. He holds a BS in Education from Ball State University and holds a Certificate in Financial Planning from the University of Missouri at Kansas City.
Originally from Indiana, Terry has lived in the Kansas City area since 1981. He now resides in Overland Park with his wife and two children. Terry is active in the Rotary Club of Overland Park South helping to produce the annual Jazz in the Woods event and leading the oversight of their permanent endowment, the Future of Hope Fund. Terry also serves on the Friends of the Arboretum Executive Committee helping to produce the annual Overland Park Council President’s Arboretum Golf Tournament.
Senior Branch Service Manager
Tara’s career in the financial services industry began in 1994 with PaineWebber, now know as UBS Financial Services, Inc. There Tara started in operations, and was quickly promoted to operations manager, and from there she worked in various operations, administrative and regional roles with UBS Financial Services, Inc for 18 years. During that time she earned her Series 7, 63,
9, 10 and Insurance licenses. In March of 2012 she was offered a position with Wells Fargo Advisors, as a Market Administrative Manager, and just recently joined RBC Wealth Management in November of 2014, where she will work with Mark and Terry adding a tremendous amount of knowledge of administration and operational functions to The Borcherding Investment Group.
Tara earned a BA with a Major in Accounting from Pittsburg State University.
Tara lives in Basehor, KS with her husband and two children. Tara enjoys spending time watching her children’s sporting events and is active in several community