Mark joined Financial-360 in September 2013 after spending his previous eight years with an independent Registered Investment Adviser. He is a CERTIFIED FINANCIAL PLANNER™ Professional and leads the Financial Planning team at Financial-360. Mark works with a wide variety of clients ranging from retirees to young couples just starting out on their path to financial independence. Mark also manages retirement plans for both non-profit and for-profit organizations. Mark believes that no matter what stage you are at in 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 achieve your long-term financial goals. Mark is dedicated to serving his clients through this approach and believes this is an effective methodology designed to help individuals identify and pursue their financial goals.
Mark attended Purdue University where he completed of Bachelor of Science degree in Financial Counseling and Planning and a minor in Economics. In 2008, Mark obtained his CERTIFIED FINANCIAL PLANNER™ certification by meeting the educational, examination, experience, and ethical requirements of this rigourous, multi-year certification program.
Mark is registered with Raymond James Financial Services, Inc. (member FINRA/SIPC) as a General Securities Registered Representative (Series 7) and holds his Combined Uniform Securities Agent State Law and Uniform Investment Advisor Law (Series 66) license. Mark was born and raised in Indianapolis, IN. He and his wife, Nora, now live in Gaithersburg, MD where they spend most of their free time keeping up with their two daughters, Josie (4) and Lanie (1).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.