Meet Our Team

Everyone deserves financial confidence. I seek to provide relief from financial stress by helping people identify where they want to go in life and giving them a roadmap to get there. I do that every day as a Chartered Retirement Planning Counselor™ (CRPC®) and LPL Financial Advisor.

After 10 years in law enforcement, I found that money can stress anyone, whether wealthy or not so wealthy. I later discovered that what most people lack is a purpose behind what money is doing or can do for them. I became a financial advisor to help clients identify what they’re growing and preserving their money for. Whether it’s a dream retirement, a college fund, to leave a legacy or another goal, I'm dedicated to helping my clients understand what they want to work toward achieving and guiding them along the path to financial confidence.

It's not about your money, it's about you. The wealth you either are accumulating or will accumulate is simply a tool so that you can live your life. I aim to help you worry about the money less so you can live your life more through careful planning and a clear investment process.

I was raised in Charleston, WV and after attending college at Virginia Tech have lived in the Baltimore suburbs since 2002. In 2014 I moved to Ft Myers FL to spend more time with my Dad and enjoy the weather of SWFL from October to May. Outside of the office, I enjoy the rigors of triathlon, golf, tennis and water sports. Like many locals, I enjoy following the Ravens, Orioles, and Capitals.

Mark has worked in a family practice for 36 years developing skills to assist and provide investment advice to business owners, professionals, and families to help them achieve their financial goals.

I have a 12 year financial services background, specializing in client services. I previously worked at Abner Herrman & Brock as well as Hennion and Walsh. I have an Associates in Business Administration from County College of Morris.

The main objective of my role is to provide excellent support to Advisors and their clients. I believe in giving my full effort in everything I do – no matter how big or small the task is. I am inspired by strong, empowered people who aren’t afraid to go for the things they want.

Working at a few different firms, I’ve had the pleasure of interacting with many different types of clients. I enjoy the daily interaction and being able to assist clients with their various requests.

I am most passionate about my family and making sure my children grow up happy, healthy and well-adjusted.