Mark is a Financial Advisor who focuses on building long-term relationships and delivering thoughtful, structured financial guidance. He brings a disciplined, analytical approach to planning, helping clients navigate complexity with clarity and confidence.
Mark is known for his methodical, problem-solving mindset and his ability to break down complex financial decisions into clear, actionable strategies. Prior to entering financial services, he worked as a Mechanical Engineer and Project Manager—experience that continues to shape his precise, detail-oriented approach and commitment to accountability.
Mark is part of Greg’s team and is actively involved in serving clients in the Ocala community. He is committed to providing consistent advice and building lasting relationships grounded in trust, integrity, and long-term partnership.
He earned his Bachelor’s degree in Mechanical Engineering from the University of Wyoming.
Outside of the office, Mark enjoys golfing, traveling, and spending time with his wife, Courtney, and their three pets—Woody and Violet (goldendoodles) and Tony (cat). He and Courtney are also passionate about supporting causes that are meaningful to their family.