Senior Vice President, Financial Planning

Mark is the lead wealth manager for a seasoned client management team that prides itself on seeking the best result possible for a given set of client opportunities and goals.

With more than three decades of work in wealth management, the client successes he sees energize him to continually improve the team’s offering to the client, always striving to exceed expectations.

Education

  • Plymouth State College

Professional Certifications & Affiliations

  • Member, Financial Planning Association

Greatest Professional Satisfaction

Having a client walk out of a meeting and say to me, “Working with you has made my life better.”

Greatest Personal Satisfaction

Growing with my family, teaching and learning with them; my wife and five children are such an incredible blessing.