For over 35 years, Mark has assisted individuals and families in building, managing, and preserving their wealth to provide for the financially secure retirement they deserve. Utilizing a holistic approach to comprehensive wealth management, Mark leads his team in addressing all areas of a client's financial picture by focusing on investment, financial, retirement, education, and estate planning as well as portfolio management utilizing risk-managed portfolio strategies unique to each client's needs. Mark continues to stay abreast of the latest financial strategies and techniques by dedicating time to rigorous ongoing continuing education.
Mark has earned the highest level of recognition within Wells Fargo Advisors Financial Network as a member of the firm's Platinum Council1 from 2010-2023. In addition, from 2018-2024, Mark has been named to Forbes Best-in-State Wealth Advisors.2
Mark holds a bachelor's degree, magna cum laude, in economics from the University of Pittsburgh. He maintains his Series 7, 63 and 65 securities registrations as well as his insurance and commodities licenses. Mark has also earned the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification from the College for Financial Planning.
Outside of the office, Mark has served on the board of directors of several civic organizations over the years. He enjoys spending time outdoors and is often found playing pickleball or boating with his family and friends. Mark and his wife, Jacqueline, reside in Naples, Florida and Sewickley, PA and have two daughters Morgan and Madison.
1. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of logo. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of logo. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of logo. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of logo. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of logo. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). Fee paid for use of logo. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). Fee paid for use of logo. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). Fee paid for use of logo.
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