Mark has always sought to help his clients pursue their goals through sound investment strategies based on personalized financial plans. Each plan is designed to help achieve the goals that clients have for each important stage of their lives, including financial independence in retirement.
A desire to help people maintain and grow their assets led Mark to begin a career in the financial services industry in March of 2000, when he joined Smith Barney. Then, in March of 2009, he made the decision to join Raymond James. Client trust and confidence is something that played a big part in his decision to join Raymond James. Today, Mark enjoys providing his clients with an enhanced level of personal service and custom investment opportunities he feels they deserve.
Mark attended Northern Kentucky University where he earned a Bachelor of Science in accounting. Originally from Crescent Springs, Kentucky, Mark and his wife, Carma, live in Edgewood, Kentucky and attend the First Church of Christ in Burlington. Mark enjoys trap shooting, golf and doing charitable work. He and Carma also enjoy spending time with their three granddaughters.