Through thoughtful and disciplined financial planning, Mark helps his clients manage and preserve their wealth for the priorities that are important to them, from college for their children to a comfortable retirement. He analyzes risk versus reward with a mindful eye on arriving at the least amount of risk necessary for pursuing their objectives over the determined time horizon.
Even before Mark was an economics major in college, he has always enjoyed working with numbers. He has been in the financial services industry for 10 years, and looks forward to being here for another 30 or more, serving his clients and their families. He wants them to know they can count on him for intelligent, knowledgeable and trusted guidance, and that they can depend on him to be there when they need him.
Before joining Raymond James in August 2015, Mark was a financial consultant at Hantz Financial in Ann Arbor for 10 years, providing retirement planning, education planning, investment management and insurance planning. He earned a bachelor’s degree in economics from the University of Michigan.
A Michigan native, Mark is originally from Northville and today lives in Plymouth. In his free time, he enjoys golf, traveling and spending time with his fiancée, Katie. Mark also devotes time to volunteering at the Detroit Rescue Mission to help provide food, clothing and shelter for the homeless.