Mark focuses on the development and implementation of wealth management strategies for clients both locally and across the country. He also provides retirement plan counsel to small businesses. Prior to joining Shorebridge in January 2018, Mark participated in Merrill Lynch’s Practice Management Development program.
Mark graduated with a bachelor’s degree in economics from The Ohio State University. He received an Executive Certificate in Financial Planning through Duquesne University’s Palumbo - Donahue School of Business and holds the Accredited Asset Management Specialist℠ (AAMS®) designation through the College for Financial Planning. Professionally, he holds the Series 7 and 66 licenses as well as life, accident and health insurance licenses. Mark has completed the Raymond James’ Advisor Mastery Program and is pursuing the Certified Financial Planner™ (CFP®) certification.
Mark enjoys playing basketball and is an avid golfer. He is an ambassador for St. Anthony’s School Programs, which focuses on helping students with intellectual disabilities.
Raymond James is not affiliated with the above organizations.