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Capital Strategies Financial Corporation

952.926.3000  |  eric@capitalstrategies.info

Capital Strategies Financial Corporation

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Proactive Planning

for a solid financial future

Helping You

manage the changing face of life

CSFC's Mission

navigating your financial success

CSFC's Mission

navigating your financial success

CSFC's Mission

navigating your financial success

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Bio

Eric C. Graber

President, Capital Strategies Financial Corporation

“Nothing can take the place of persistence…Persistence and determination alone are omnipotent.”Calvin Coolidge. 

I’ve been in the financial services industry for over 30 years. The road to where I am today wasn’t always a smooth one; it was through my persistence and determination that I overcame the “you can’t do this” prophecy of my youth.

I overcame debilitating asthma and excelled at track and wrestling as a teenager. I dropped out of high school and joined the military at the age of 18.  After I was told I couldn’t become an officer due to my limited formal education, I became a 2nd Lieutenant, Engineer Branch, in the U.S. Army at the age of 20. I was promoted and served  as a Captain and Helicopter Pilot.

After the military, while in school at the University of MN, I started a gourmet catering company where a catering client introduced me to the financial advisory world.  I joined their top producing team at a major brokerage firm, and later began creating financial plans for another financial advisor. As a self-taught financial planner (using college textbooks), I did financial & investment planning for CEOs and top executives of both public and private companies. 

As my passion for providing competent financial planning and sound investment advice continued to grow, so did my desire to start my own firm. In 1981, I started Capital Strategies Financial Corporation. While I have certainly had challenges along the way, my persistence and determination have never failed me. This has led to effective and satisfying long-term relationships with my clients and the financial services community. 

Mark A. Carlton

President and CFA® at Trademark Financial Management

Mark started Trademark Financial Management in 2000 to offer money management and consulting services to other financial professionals. Mark has worked with Capital Strategies for over 25 years, and specializes in investment and economic analysis.

Mark graduated from the University of Minnesota in 1986, with a B.A. in history and a minor in anthropology. In 1998, he completed the Chartered Financial Analyst® program and is a current CFA® charter holder.

Mark has managed bond mutual fund portfolios since 1987 and stock mutual fund portfolios since 1991.

John Mowery

Managing Director at Trademark Financial Management

John joined Mark Carlton, at Trademark Financial Management in 2005.

John has a B.A. in History from Colorado State University and an M.B.A in Finance, with distinction, from the University of Saint Thomas.

John began his career in 1999 as a securities registered representative with Charles Schwab in Denver, Colorado. After leaving Denver in 2001, he worked as Senior Trader for Marquette Partners, a Chicago and London based proprietary futures trading firm. While attending the University of Saint Thomas, he served as an analyst on the University’s Aristotle Fund.


Asset Management


Capital Strategies Financial Corporation works closely with Trademark Financial Management in structuring, maintaining, and balancing client investment portfolios.


Financial Planning/ Risk Management


For those individuals and business owners requiring significant financial planning or insurance consultation, CSFC has direct, longstanding relationships with senior management at local professional firms that will work with CSFC to provide for your needs in these areas. CSFC has the utmost trust and confidence in their expertise and trustworthiness.

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8053 Xerxes Ave. S.
Bloomington, MN
55431 United States

  •  Tel: 952.926.3000
  •  Toll Free: 866.926.3022
  •  Fax: 815.717.7326
  •  eric@capitalstrategies.info

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