Mark knew early in life that he wanted to help people achieve financial freedom. He graduated in 2004 from Salisbury University where he received a dual major in Corporate & Personal Finance. By leveraging the latest technology to enhance his client’s experience without giving up the human connection, Mark is able to help clients crystalize their personal and financial goals to create a plan that preserves and achieves what is most important to the client and their family.

Mark is a Wealth Management Certified Professional, WMCP^® as well as fully licensed Financial Advisor holding his FINRA series 6, 7, 63 and 66 licenses. Mark has also qualified for the prestigious Million Dollar Round Table (MDRT) consecutively since 2013, the industry-worldwide organization recognizing the top producers in the world. Mark is involved in the Anne Arundel Estate Planning Council as well at the Eastern Shore Association of Insurance and Financial Advisors.

Mark lives with his wife, Karen and their two girls on the Eastern Shore of Maryland and services clients from Annapolis to the Maryland and Delaware Beaches. When he is not working you can find him spending time at the beach, playing golf, volunteering through the local Lions Club, or being a dance dad for his girls.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.