Current Assignment:

Mark’s areas of experience include wealth management, financial/insurance planning and consulting.

Academic Background/Training:

Mark is a graduate of Shippensburg University of Pennsylvania, earning a B.S./B.A. In 2004, he earned the Accredited Asset Management Specialist designation from the College for Financial Planning in Colorado. Additionally, Mark is a registered representative and a licensed insurance agent.

Experience:

Mark began his financial services career with Pittsburgh-based Federated Investors and later joined Waddell & Reed, Inc. Responsible for guiding new advisors as they began their careers, Mark has extensive experience in wealth management, comprehensive planning and asset protection.

Professional Strengths:

Mark takes the time to know each client and define their goals and objectives prior to the development of a comprehensive plan and custom solution.

Personal Note:

A native Pittsburgher, Mark resides in Bethel Park with his wife and two children.