Primary Office:
4 Concorde Lane, Suite 1
Palm Coast, FL 32137
Mark is a consummate professional with years of experience in the complex and ever-changing financial services industry. He is passionate about building long-term relationships with his clients, helping them to attain their financial goals and objectives. Mark believes in the importance of fostering a culture of teamwork and collaboration.
Mark received a BS in business administration from the University of Missouri and has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Retirement Income Certified Professional (RICP®) designations from the American College.
Giving back to the community is one of Mark’s greatest passions. He is currently a member of the Estate Planning Council of Northeast Florida and the Professional Advisory Committee, where Mark previously served as chair. He was also involved as a board member for the former Jewish Community Foundation of NE Florida and as a member of its Investment Oversight Committee.
He holds his FINRA Series 6, 7, 63, and 65 securities licenses and life, health, property & casualty, and long-term care insurance licenses.