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Mark serves as Chief Investment Officer for Wheeler Wealth. He is responsible for the research coverage of all sectors in our portfolios as well as the day-to-day oversight and management of trading. He has extensive experience creating and managing equity and total portfolio strategies, in addition to managing taxable assets and developing strategies to minimize taxes with the opportunity to enhance returns.

Following college, Mark started his investment career in equity research before moving to the investment management side of the business. He worked in trading and research before transitioning to a portfolio management role. Mark has over 23 years of investment experience and 19 years of discretionary portfolio management experience. Mark most recently oversaw over $1 billion in high-net-worth client portfolios comprised of individual equities, fixed income securities, exchanged traded funds and mutual funds.

Mark is a holder of the right to use the Chartered Financial Analyst® designation, receiving his charter in 2005. A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA® Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Mark and his wife, Heather, have two children. When not in the office, Mark enjoys an occasional game of golf, spending time with his family and pursuing volunteer activities. Mark is currently the president of his homeowner’s association, former board member for his church and past board chair of his church Preschool.

Price Wheeler, a seasoned professional in the finance industry, is the founder and serves as the Chief Executive Officer for Wheeler Wealth.

As a dedicated husband, father of three young boys (Jack, Jett, and Jordy), and Navy Veteran, Price’s commitment extends beyond the boardroom, where he passionately serves both his family and clients alike.

With a focus on fostering long-term relationships and delivering personalized financial solutions, Price embodies integrity and dedication in every aspect of his life and work. Armed with his military background and a wealth of financial expertise, he is unwavering in his pursuit of excellence.

Shane Hanson is a distinguished financial professional with a wealth of experience spanning over 12 years in the financial services industry. As President of Retirement Plan Advisory, he leverages his vast knowledge and experience to guide clients towards making informed decisions.

Shane’s accomplishments in the industry are impressive, having successfully consulted more than 2,500 retirement plans in his career. He holds various sales records at multiple recordkeepers, most recently with Empower in 2022.  Most importantly, he is known for his commitment to plan sponsors, participants and his mastery of the retirement plan industry.

Shane’s unwavering dedication to his clients, community, and the financial services industry has earned him numerous accolades, including being named one of the “Top 100 Wingmen” by National Association of Plan Advisors.

Through his exceptional leadership, vision, and commitment to his clients, Shane has established himself as a respected and accomplished leader in the financial services industry. Shane’s academic background is just as noteworthy as his professional achievements. He is an alumnus of Chaminade University of Honolulu, graduating magna cum laude with a bachelor’s degree in Communications. During his time at Chaminade, he was a team captain on the basketball team and received all-conference honors.

Beyond his professional life, Shane is passionate about giving back to the community. In 2011, he founded the Freedom Youth Foundation, a non-profit organization that provides sports and financial literacy programs to foster youth.

Shane is also a devoted husband and father to four children, who are the pride of his life. In his free time, Shane loves playing pickleball, basketball, and getting outdoors. He believes family comes first and is committed to maintaining a balanced lifestyle.