First and foremost, Mark considers his clients to be his friends. Even though he works professionally with people from all walks of life – business owners, retirees, professionals and their extended families - the basis of the advisor-client relationship is the trust shared as friends. Our company President, Tash Elwyn, refers to our business as a “noble profession” and Mark believes deeply that our clients are far better off in working with us than they would be without us.

Mark is a third-generation Floridian, originally from the Miami area. He was educated at the Universities of South Florida, Florida, and Richmond.

Before entering the financial planning field, Mark served as an Industrial Engineering supervisor for United Parcel Service, and prior to that worked as an Analytical Chemist for two large manufacturing companies in Georgia and Virginia. The mathematical skills required in these professions have served him very well in his current field, which has been a lifelong passion for him.

Mark is a CERTIFIED FINANCIAL PLANNER™ professional, having held that designation for nearly 25 years. He truly enjoys developing plans with his clients to achieve future objectives, and is gratified to be invited to Bar Mitzvahs, Confirmations, graduations and weddings by his multi-generational clients who have appreciated and benefited from his guidance over the many years.

Mark is an Eagle scout, and volunteered as a Leader for many years in a local Boy Scout troop and still endeavors to live according to the Scout Oath and Law. He particularly enjoys mentoring youth.

Mark lives in Lake Worth with his wife of 43 years, Cindy. Their two children are grown and live at opposite corners of the country – one in Seattle and one in Boston. In his spare time, Mark enjoys raising vegetables and tropical fruits and visiting local breweries in search of the perfect India Pale Ale. He also knows his way around a meat smoker and a grill, and can also create a mean pot of chili. He has developed his own brand of dry meat rub which many people enjoy.

He also likes to spend time hiking, especially in the Appalachian mountains, traveling and camping with his family. Mark and Cindy have visited all 50 U.S. states and many of our National Parks and Monuments. He is also an avid reader of biographies, history and classic literature.