What Can You Expect From Mark: 

Mark is the engine of coordination, ensuring that creative planning ideas are backed by rigorous accuracy and efficient development. With the resilience of an experienced bond trader and the heart of a steward, Mark treats every financial plan as a blueprint for client confidence. He handles a wide range of planning with a goal of delivering timely support in addition to accuracy and organization. Mark consistently delivers work that reflects care, integrity, and a commitment to doing what is in each client’s best interest.

Knowledge & Experience: 

Mark has been with the firm since its founding, bringing a decade of high-stakes experience as a bond trader in Midtown Manhattan. He transitioned into advisory and support-focused roles to leverage his strengths in technical detail and dependability. Mark holds his Series 7 license through LPL Financial and Life and Health Insurance licenses. He earned his bachelor’s degree in finance from Rutgers University, Newark.

Get To Know Him: 

Mark and his wife, Susan, share a love of music and have two sons, Sean and Jake. As a former board member of the Westwood Swim Club, Mark now spends his free time playing guitar—specifically classic ’80s and ’90s tunes—and working on his golf game.