Mark focuses on the clients future aspirations, resulting in the development of creative, customized strategies designed specifically to address their unique priorities. Mark’s ability to listen intently and distill complex data and concepts into more easily understood language has made him a trusted advisor among the clients he serves. Long and meaningful relationships supported by an insistence on exceptional customer service is how Mark has developed his reputation.
Mark is a CERTIFIED FINANCIAL PLANNERTM professional with a Bachelor’s degree from DePaul University in Chicago, and a Master’s degree from Bowling Green State University in Ohio. In addition to his education and licensing, Mark has also been recognized as a Five Star Wealth Manager by Chicago Magazine, and by Cambridge Who’s Who® Among Executives, Professionals and Entrepreneurs.
Aside from his practice, Mark is interested in American history, politics, and music, having played the Trumpet professionally; and he has endured being a Cubs fan his whole life. Mark lives in Oswego, Illinois with his wife Donna after having raised seven children. He currently serves on the Board of Directors of Life’s Plan, Inc., a non-profit organization that provides Special Needs Trust access, charitable support encouraging self-sufficiency for those with special needs, and an affiliate of the Ray Graham Association.
Both professionally and personally Mark subscribes to the philosophy of Charles M Schulz – aka Charlie Brown, who was noted as saying, “In the book of life, the answers aren’t in the back.”
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