Designations and Licenses

Mark is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Mark supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Mark holds a bachelor’s degree in mechanical engineering, manga cum laude, from Marquette University.

Personal Interests

Away from the office, Mark enjoys spending time with friends and family in the outdoors. He also likes hiking, listening to live music and playing basketball.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.