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.
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