Mark helps individuals and families achieve financial independence and success by taking a comprehensive, strategic and personalized approach to their wealth management needs.

He holds a FINRA Series 7 (General Securities Representative Exam), 31 (Futures Managed Funds Exam), 63 (Uniform Securities Agent State) and 65 (Investment Advisor Representative). He also holds his Life and Variable Life and Fixed and Variable Annuities licenses. Mark graduated from Michigan State University with a Bachelor's degree in material logistics management with a concentration in all three disciplines, purchase management, operations management and transportation management.

Mark is active in many area organizations and has devoted his time as a volunteer within his community and the United Way.

Mark lives with his wife of over 30 years, Mary Anne they have been Michigan residents their entire lives where they raised their now three grown children, John, Angela and Paul. In his free time, Mark enjoys reading, traveling, skiing, boating and spending time with his family.

Consecutively from 2006 to present, Mark has been a member of the Raymond James President's Club* and Chairman's Club.