Mark is one of the lead financial advisors at Financial 360, working with a wide variety of clients ranging from retirees to young professionals. Mark has a multi-generational practice with a focus on helping his clients achieve financial independence in their own lives as well as helping them plan to leave a legacy for their next generation. Mark believes that no matter your stage of life or how complex your financial situation, a comprehensive approach to financial planning and investment management with a strong focus on education and accountability will help you progress toward your long-term financial goals.
Mark earned his Bachelor of Science in Financial Counseling and Planning with a Minor in Economics from Purdue University. Mark is committed to lifelong learning and serving clients to the best of his ability, he has obtained a Certified Financial Planner® professional certification and Accredited Investment Fiduciary® designation and holds Series 7 and 66 licenses.
Mark is originally from Indianapolis but has resided in the DC area for the past 20 years. Mark now resides in Gaithersburg, Maryland with his wife, Nora, and their two daughters, Josie, and Lanie. Mark enjoys traveling, playing tennis, running, cooking, and supporting his daughters in their very active lives.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.