Mark serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning and charitable planning. Mark’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Mark was a Regional Director for a wealth management firm where he worked directly with high net worth individuals and families. He was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals. Mark has spent over 27 years in the financial services industry and has developed an in-depth knowledge of serving clients and providing comprehensive wealth management for high net-worth households.
Mark received his Chartered Retirement Planning Counselor® certification from the College of Financial Planning and his Bachelor’s degree from Southern New Hampshire University.
He is married with two children and enjoys playing tennis, jogging, traveling and spending time with his family.
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