Welcome Mark Durham to the Team

We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said:

I come from an extensive background in finance and tax. I started my career at Fidelity Investments here in Utah and eventually worked my way up to the Vice President of Sales after relocating my family to Boston, MA, Fidelity’s headquarters.

After 22 years with Fidelity, my wife, Gretchen, and I decided it was time to move back home and we settled in Kamas.  After moving back to Utah, I founded a tax firm, Durham & Company, with my brother.

Eventually, I decided to make a move back into the financial planning industry after years of my client’s asking for financial planning and investment advice. I did extensive due diligence on different firms in Park City and the Salt Lake Valley and ultimately felt that I would best align with Medicus Wealth Planning.   I’m excited to be with Medicus and offer my expertise in tax planning.

Gretchen and I love staying active.  We enjoy skiing, mountain biking, camping, hiking, and generally anytime in the great outdoors.   We also love visiting our five children and three grandchildren who are spread between Maryland, Portland, and Utah. We also volunteer time in our local church and community.

 If you get a chance, welcome Mark to the Medicus Wealth Planning team. His email is mark@medicuswp.com.