Mark serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Mark worked for an independent investment advisory firm as a wealth manager. He came to the financial services industry following a Federal career in financial management, where he gained expertise in the tax, audit, accounting, and resource management areas.
Mark earned a Bachelor of Business Administration degree in Finance from Clarion University of Pennsylvania. He earned a Master of Business Administration degree from George Mason University. He also earned a Master of Science degree in Taxation from American University. Mark is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards as well as a Certified Public Accountant (CPA). He is a member of the Financial Planning Association (FPA) and the American Institute of Certified Public Accountants (AICPA).
Mark resides in Reston, VA with his wife and has two grown daughters, Heather and Nicole. In his free time, he enjoys outdoor activities such as biking, skiing, tennis, and hiking. A native of Pittsburgh, he’ll always be a loyal Steelers, Pirates, and Penguins fan.