Mark has dedicated his career to helping people personalize a financial plan designed to help them pursue their cherished goals and preserve their wealth for their important priorities in life, including a well-earned retirement.
As a Certified Financial Planner™ practitioner, Mark holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
In addition to financial planning, his areas of expertise include tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Mark prides himself on his ability to explain investment and financial strategies in layman’s terms so clients can have a full understanding.
Mark earned a bachelor’s degree in business finance from Loyola University. He started his career at A.G. Edwards in 1989 and began working as a team with Brian Gray and Bill Reap in 2013, later transitioning together to NEXT Retirement Solutions and Raymond James Financial Services by way of Concurrent Advisors in 2017.
Mark is a Chicago native and grew up in the south suburbs. He lives in Homer Glen, Illinois, with his wife, Victoria, and children Andrew, Ava and Aaron. In his free time, Mark enjoys participating in church activities, attending community and entertainment events and performing live music at various festivals and clubs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.