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 Specialist® and Accredited Asset Management Specialist®. He also holds a Certified Financial Planner™ certification, which requires the successful completion of intensive self-study courses and a commitment to meeting the CFP Board’s high ethical standards.
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.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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