Mark is a Private Wealth Advisor with Family Wealth Solutions and a CERTIFIED FINANCIAL PLANNER™ professional who brings decades of experience to helping individuals and families plan with purpose and confidence. He believes that effective financial planning starts with listening — taking the time to understand each client’s goals, values, and priorities before developing thoughtful, personalized strategies to support them.

As part of the Family Wealth Solutions team, Mark focuses on building long-term relationships rooted in trust and collaboration. He works with clients across all stages of life, helping them navigate retirement planning, wealth management, and ongoing financial decisions with clarity and care. Known for his steady, approachable style, Mark helps simplify complex financial topics so clients feel informed, comfortable, and confident in their plans.

Outside of work, Mark enjoys staying active and spending time doing the things he loves, including playing pickleball, cycling, fishing, golf, music and traveling. He believes that a well-designed financial plan should support a full and meaningful life — a perspective he brings to every client relationship.