Mark serves as a Wealth Manager working directly with clients to develop and implement customized holistic financial plans. With more than 20 years of industry experience, Mark has extensive expertise in areas such as tax-efficient investment management, retirement planning and risk management as well as advanced estate techniques and charitable gifting strategies. His approach focuses on developing a thorough understanding of what is important to each individual and seeks to provide objective, professional advice on the best ways to work towards achieving a client’s goals. Through job changes, divorce, births and deaths, he works with his clients to make sure their investment strategy and financial plan continue to be tailored to their specific needs.
Prior to joining Creative Planning, Mark worked at a nationally recognized financial planning practice at an independent advisory firm where he led a team of advisors. In addition, he was involved with client acquisition, portfolio construction, creating and executing client financial plans and investment research.
Mark obtained his bachelor’s degree from St. Lawrence University where he majored in Economics and minored in Political Science. He is also a CERTIFIED FINANCIAL PLANNER ™ professional as designated by the Certified Financial Planner Board of Standards and holds a certificate in Financial Planning through Georgetown University.
Mark has lived in Northern Virginia for the past 13 years and currently resides in Herndon with his wife, Ana, and their daughter, Zoe. His interests include: The Lane Thomas Foundation, watching all types of sports, spending time with friends and family and traveling.