As a child of immigrants, Mark observed how hard his parents worked to provide for their family. He also recognized that while not of great means, his parents were cognizant of the importance of not only living within their means, but the importance of planning for the future. Their disciplined practice of saving for the future was instilled on Mark at a very early age.

His interest in investing and financial planning evolved through observing not only his parents, but his extended family as well, planning for that "rainy day". Like many at that time, his family’s investments were in bank CD’s, and they grew concerned as the interest that they were earning was lower each time they invested. Mark felt that there had to be a better way to help them reach their financial goals. This was the first step towards Mark deciding to not only help his parents meet their needs, but those of his clients.

Starting in Financial Services industry over 30 years ago, as the Markets have evolved, so has Mark’s practice. In his pursuit to become a true “full service” advisor, Mark continued his professional education to be certain he could provide the most appropriate advice and the most suitable choices in planning for his client’s goals. Mark earned, and holds the designation of Accredited Wealth Management Advisor (AWMA)® awarded by the College of Financial Planning®. The College, established in 1972, is considered by many, to be the premier provider of financial service education. Mark is also proficient in Life, Health, Long Term Care insurance, as well as Annuities, which have become an important component of many financial plans.

Mark’s practice has always been client focused. Each client is valuable and their unique needs and goals are what he strives to achieve through thorough planning and frequent communication. As such, he is able to keep abreast of all aspects of their lives and possible changes in their needs and objectives. Mark also stays current on the latest market insights, as well as numerous other aspects of his profession, by attending numerous seminars and educational events throughout the year. By investing his time in increasing his knowledge base, Mark continues to offer a valuable service to his clients.

Mark attended City University of New York/Brooklyn College, and Teachers College Columbia University graduate program. He attended The Wharton School in pursuit of his AWMA®.

Mark and his wife Paula currently reside in Hollis NY, and they have grown twin sons Ari, and Zev.