Mark is a CFP® (Certified Financial Planner™), Registered Securities Broker and licensed Insurance agent. Mark also holds a Series 7, 24, Life and Health Insurance license in multiple states.
Mark entered the financial services industry in 1982, and has built a clientele mainly of individuals and small business owners. In Mark’s practice, emphasis is placed on intelligent decisions. Mark works closely with each individual to develop a personalized financial plan. Mark incorporates his knowledge and experience in helping clients more effectively work toward their financial goals.
Mark was a lifetime resident of the Cleveland, Ohio area until moving to Lakewood Ranch, FL in 2004. Mark is actively involved in the community and has served on the finance committee of the Manatee County Humane Society as well as holding a seat on the board of the Financial Planning Association in Cleveland, Oh. Mark has written financial planning articles for various newspapers and has given financial seminars around the country. Mark was born in Mayfield Heights, graduated from Bedford High, and went to Cleveland State University earning his CFP® designation in 1991. He has worked and managed investment programs for bank and savings institutions in the North Ohio area for several years. Mark conducts financial planning and retirement seminars on a regular basis at various venues in the Southwest Florida area.