Mark is an Investment adviser representative who has over 30 years of financial services experience. He is recognized for his expertise and professionalism in his approaches to wealth management, portfolio management and retirement distribution planning. Mark takes an educational approach in working with clients. He believes that well informed clients will make good decisions about their financial future and remain committed to working toward their financial goals.

After majoring in Finance at the University of Massachusetts Amherst, Mark began his career with Bear Stearns in their management training program. He has supervised Citicorp's Tax shelter Division which focused on IRA, SEP, 401(k) and Profit Sharing retirement plans. Mark's fixed income expertise comes from also working as an Institutional government bond salesperson and managing a government bond trading desk. He is a former member of the New York State GFOA Banking and Investment Management Committee.

 He has received the designation of Registered Financial Consultant RFC® with the International Association of Registered Financial Consultants.

"I strive to help my clients create plans for preservation and growth of their wealth, whether they are in the accumulation stage, nearing retirement or at retirement. My priority is to help my clients pursue their goals through long term relationships based on trust.

Ultimately, I want to provide my clients with financial confidence and time to pursue their passions.  To do this I provide integrated solutions to meet specific needs, while providing expert service that uses simple language to explain complex topics."