Whether he’s serving retirees, families or business owners, Mark is committed to helping his clients pursue their long- and short-term goals by providing financial services tailored to their lifestyles. As a financial advisor with specialized knowledge in retirement, Mark strives to help a diverse clientele pursue their dream retirements while enjoying their current lives to the fullest. Trustworthy and dedicated, he facilitates open conversations with his clients in an effort to distill complicated financial topics into honest and applicable advice.
Mark earned his bachelor’s degree from Indiana University. In 1996, he accepted the role of financial advisor at A.G. Edwards. In 2006, he joined Raymond James, a firm that he admires for its client-first culture. In addition to having more than two decades of experience in the financial services field, Mark has earned numerous esteemed designations and is a Chartered Financial Consultant®, Wealth Management Specialis® and Accredited Asset Management Specialist®. Mark is also a CERTIFIED FINANCIAL PLANNER™ professional, which requires the successful completion of intensive self-study courses and a commitment to meeting the CFP® Board's high ethical standards. Mark was named to the 2019 edition of the Forbes list of Best in State Wealth Advisors†.
Originally from Crown Point, Indiana, Mark makes his home in Valparaiso with his wife, Amber, and 3 children, Paige, Chloe & Griffin. Aside from helping coach his children’s sports teams, Mark enjoys his family time, traveling, playing basketball and working out. He is a founding member of the Valparaiso Noon Kiwanis Club Foundation and of the University Club of Northwest Indiana.
†The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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.