Mark is a reputable and seasoned independent financial advisor who truly understands the benefits of wealth management. He focuses on planning-based investment strategies to evaluate risk versus returns and create long-term solutions. A well-executed financial plan is essential to providing an empowered, controlled method for achieving financial goals. With over40 years of experience, market and economy history is lived not just read about.
Mark has a niche in working with federal government employees. He understands the challenges in managing financial goals and available options and investments. Having taught the planning portion of the retirement class for many of the Federal Agencies, he is very familiar with the Thrift Savings Plan and the different defined benefit plan offered.
Since 9/11 Mark has had a working relationship with the National Fallen Firefighters Foundation and is a member of the Local Area Response Team for Maryland. As such is and expert with the Line of Dudy Death benefits along with the defined benefits and deferred benefits.(457, 401k, etc.) This focus is close to Mark's heart as his son, Benjamin, is a Lieutenant with the Anne Arundel County Fire Department and also a PA at Baltimore Washington Medical Center Emergency Department.