Mark’s strength as a financial advisor comes from 30 years of experience in the financial services industry, plus his teaching degree affords him a unique skill set to communicate strategies to his clients in easy to understand terms. From saving for college, to retirement planning, Mark will help design a plan which includes appropriate financial solutions based on the client’s financial needs and goals. His goal is to improve his clients’ financial situations and help protect their finances while building wealth and working towards achieving financial independence. He takes a holistic approach looking at an individual’s entire financial picture, not just one aspect or another and believes altering plans as time passes is essential to financial success. Mark works with individuals, families, and small business owners throughout central Pennsylvania.
Mark is a graduate of Olivet Nazarene University with a Bachelor of Arts in English. He began his career in 1990 with MetLife and CLA Estate Services. He is licensed to offer life, accident and health insurance. As a Registered Representative of GWN Securities, Inc., Mark can offer mutual funds, variable annuities and other investments.
Mark resides in State College, Pennsylvania with his wife Jennifer. As a member of the Red Brush Chapter of the Ruffed Grouse Society, Mark is actively involved in projects for the community and environment. In his spare time, he enjoys hunting, fishing and writing.
Specializing in strategies for education professionals for over 25 years, I tailor solutions for each family, helping reduce taxes which can assist in creating a better retirement.
I have created thousands of life and long term care insurance plans and seen them help families through the most difficult of circumstances.
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