After a successful career in customer service, including 11 years in international operations, Mark retired to pursue a lifelong goal of personal service in financial planning. Armed with a summa cum laude degree in Accounting, earned at Capital University, and a passion for investing, developed during his 9 years in the US Navy Submarine Service, Mark went on to obtain his FINRA Series 7, NASAA Series 66 securities licenses, as well as his Ohio Insurance license.
He is currently licensed to serve clients in Ohio, Colorado, Florida, Georgia, Indiana, Maryland, and Nevada. Where he specializes in asset allocation and portfolio management, and comprehensive financial planning for families and individuals.
Mark is a representative of Securities America Inc, Member FINRA/SIPC and Securities America Advisors.