Mark has over 36 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio management, helping clients to grow and protect their wealth. His ultimate goal is for his clients to comfortably and confidently achieve their financial lifestyle dreams.

Mark resides in Millcreek with his wife Becky. Their son David, is a Phi Beta Kappa graduate of Case Western Reserve University and is a recent graduate of the Law School at Yale University. He is currently an Associate at the law firm of Ropes & Gray LLP in Boston, MA..

Their daughter Michelle is a Phi Beta Kappa graduate of Allegheny College and past captain of the Lady Gators Women's Soccer Team. She holds a Masters degree and is currently enrolled at the University of Pittsburgh in the PHD Program, studying and teaching Cognitive Psychology.

• Bachelor of Science Degree in Business Administration from Rochester Institute of Technology
• Chartered Retirement Planning Counselor designation (CRPC®) from the College of Financial Planning

• Series 7
• Series 63
• Series 65
• Series 9 & 10
• Life and Health Insurance

• Past President of the Rotary Club of Kearsarge
• Paul Harris Fellow
• Member of the Estate Planning Council of Erie
• 32° Mason with the Peacock Lodge in Mayville, NY and the Valley of Erie

AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, NC, NH, NY, OH, PA, SC, TX, VA, WA, WI