Mark has 25 years of experience in the financial service industry. He holds FINRA series 7, 65, and 24 licenses. In addition to his FINRA licenses Mark has achieved the advanced designation of Chartered Financial Consultant, ChFC®.
Mark specializes in retirement income planning, estate planning, and college saving strategies. Mark’s experience includes 20 years as a Senior Financial Consultant with M&T Securities.
Mark believes every client’s needs are different and uses a comprehensive approach to help them achieve their financial goals.
Mark lives on the Eastern Shore of Maryland with his wife and family. His involvement in the community includes several civic organizations including The Fruitland Chamber of Commerce where he currently sits as the group Vice President.