Mark is a Certified Financial Planner (CFP®) with more than 40 years of experience assisting clients in constructing and executing financial, retirement and estate plans. He works with the firm’s clients to ensure that recommendations have been incorporated in their financial aspirations, time frames and risk tolerances. Helping people reach their financial goals – whether they are planning for retirement, saving for their children’s college tuition, or protecting the financial future of their loved ones – is what Mark finds most rewarding about his job.
Mark began his career with Prudential before starting his own investment firm. He earned the CFP designation at the College for Financial Planning. In 2012, Mark began referring clients to Geneva Partners and officially joined the team in 2016.