Mark combines experience with personal service to provide each client with an appropriate and unique investment strategy. Taking the time to understand your financial goals and needs, he will build an individualized plan to achieve them. He has provided clients with financial services since 1994, initially from J.B. Hanauer and RBC Wealth Management and later from Wells Fargo Financial Advisors Financial Network.
Mark earned a Bachelor of Science degree in Industrial Engineering from Pennsylvania State University. In addition, he attained a Master of Business Administration in Investment Management from Drexel University. His specialties are retirement planning, professional money management, portfolio risk management, annuities, 401K and IRA rollovers.