Mark works with business owners, families, and individuals by developing strategies to achieve their financial goals. By focusing on financial, investment, and retirement planning strategies, Mark is able to help clients make a plan for their financial future.
Mark graduated from the University of Akron with a BS in mechanical polymer engineering, where he learned a framework for problem solving. His natural interest in personal finance eventually led him to transition to a new path, helping people solve their financial puzzle by rearranging, adding, or removing pieces to arrive at an efficient solution. Mark enjoys helping clients find a financial strategy tailored to their individual needs.
In his free time, Mark enjoys playing softball and traveling with his family. He currently resides in Downers Grove, IL, with his wife and daughter.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
