Mark has spent the last fifteen years helping individuals and families in the areas of wealth creation, retirement planning, asset protection and strategic wealth transferal.  Additionally, he put three of his own children through college – and in turn has assisted many of his clients with college planning and financing.  He maintains the RIPC (Retirement Income Certified Planner) and AAMS (Accredited Asset Management Specialist) designations.

 Prior to joining the financial services industry in 2008, Mark spent over twelve years in Human Resources, helping business owners and their employees, focusing on retirement plan set up, service and support.  He carries the CRPS (Certified Retirement Plan Specialist) designation and continues to make retirement plans a part of his practice.

 Mark and his wife, Maggie, relocated back to East Lakeview in Chicago in 2020.  Maggie is a high risk/genetics APN at RUSH.  They enjoy traveling, golf and spending time with their two bulldogs, Rosie and Hank.