Professional Designations: MBA
Mark is a member of our planning team, working with our advisors and clients to create and update their financial plans. Mark is also part of our client service team, working with clients to advise and support them on investment and insurance matters. The ultimate team player, Mark always goes the extra mile, whether on something as complex as coordinating a client’s entire financial picture or something as simple as helping a client aggregate their financial accounts.
Mark and his wife Susan live in Ellicott City, Maryland with their sons, Matthew and Andrew. Mark is also the commissioner of the Washington Financial Group fantasy football league.