Mark provides holistic wealth management services to help local families and businesses strive to grow and preserve their wealth. He gets to know each client to fully understand their financial goals and concerns. Then he customizes a plan to address their specific needs regarding investments, life insurance, family finances, retirement and estate planning.

Mark has 8 years’ experience in investment services and specializes in comprehensive financial planning for clients of all ages. In 2019 Mark was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.*

Mark graduated from the University of Connecticut where he received a Bachelor’s degree in Communications and Business. He supports his community by serving as a volunteer firefighter for 15 years.

Mark’s FINRA registrations held with LPL Financial:

SERIES 7, 66, LIFE & HEALTH

*Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers