Mark is an Accredited Asset Management Specialist® who has been successfully helping clients navigate financial markets since 1996. Mark emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps clients with education funding, structures for charitable giving, estate planning, and insurance needs, as well as collaborating with clients to present a customized financial plan based on clients' needs, wants, and wishes. Mark is FINRA registered and holds Series 7, 63, and 65 securities licenses as well as licenses for life, accident and health insurance, long-term care coverage, and variable annuities. Mark enjoys automobiles and motorcycles, aviation, exercising, and most importantly, spending time with his family. He and his wife, Judy, are active in their church and are both graduates of Indiana State University. They reside in Terre Haute, IN and have three children, Dominic, David, and Caterina.
Registered States:
AZ, CA, CO, FL, GA, IL, IN, KY, ME, MI, NM, NV, NY, OR, PA, SC, TN, TX, VA, WI