Years of experience: 13+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Series 7 registration held with LPL Financial, Series 66 registration held with LPL Financial and Global Retirement Partners
Education: Towson University, B.A., Business Administration
Areas of Expertise: Financial Planning, Investment Management
Speaking Topics: Financial Planning, 529 College Savings Plans
Mark is a member of WFG’s wealth management planning team, working with advisors and clients to create and update financial plans. Mark is also part of WFG’s client service team, working with clients including several attorneys 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.
Fun Fact: Mark is the commissioner and two-time champion of the Washington Financial Group fantasy football league.
Personal Information: Mark enjoys spending his free time playing basketball, baseball and football with his son’s Matthew and Andrew. He also helps coach his son’s basketball and baseball teams and really enjoys seeing how quickly the kids develop with the correct practice habits. Mark also enjoys family beach trips to Ocean City, MD and an occasional trip to Disney World.