Investment Advisor Representative
Born and raised in Southern New Jersey, Mark is a graduate of Virginia Tech with a major in finance. Mark and his wife reside in Mt. Laurel, NJ, with their two daughters.
Everyone's economic and life situation is unique, and Mark keeps that in mind when providing financial advice. He believes that personalized service is essential when matching clients with the right financial products and services. Mark is dedicated to learning about your personal goals so together we can build a financial strategy focused on your specific needs.
For over thirteen years, Mark has built a strong reputation as a leader in providing innovative solutions to individuals, families, and businesses including:
- Helping prepare for a comfortable retirement income.
- Retirement analysis, including your projected income need, capital preservation analysis, and effects of inflation.
- Helping provide for families' needs in the event of a death or disability.
- Helping protect families and estates against erosion of taxes or long-term care needs.