As a financial planner, Mark is dedicated to serving the investment and financial needs of his clients by offering an unbiased financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication.
Mark helps clients work toward their financial objectives by becoming their personal Chief Financial Officer and presenting clients with options and strategies toward helping accomplish what is important to them.
As an associate of Northeast Planning Associates, Inc. (NPA), Mark has experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 registrations through LPL Financial.
As a CFP® and CFA®, Mark holds two of the most prestigious designations in the world of financial planning and asset management, and is dedicated to being an ongoing student of the Financial Planning industry. He received a BA from the Massachusetts Institute of Technology - Sloan School of Management.
Mark serves as the Chairman of the Finance Committee in the town of Canton. He is also an Eagle Scout and Scoutmaster in his Boy Scout Troop.
Mark and his wife Anna live in Canton, Massachusetts. Mark enjoys hiking and is in pursuit of climbing New Hampshire’s forty-eight, 4,000 foot peaks.