As a financial planner, Mark is dedicated to serving the investment and financial needs of his clients by offering a collaborative 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 to help work towards what is important to them.

Mark has experience in Retirement Planning, Wealth Management, Stock Options, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 registration through LPL Financial and Series 66 registration through LPL Financial.

As a CFP® and CFA®, Mark holds two well-known designations in the world of financial planning and asset management. With rigorous and extensive annual education requirements, Mark 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 has served on both the Financial Committee and Select Board in his town as well as on the Council on Examinations for the CFP Board of Standards. He is also an Eagle Scout and former Scoutmaster of Scout Troop 77.

Mark has climbed all 48 of the 4,000-foot mountains in New Hampshire, including in the winter. He has climbed several 14,000' peaks in Colorado, Rainier in Washington, Denali in Alaska and [most of] Aconcagua in Argentina. Mark resides in Canton, Massachusetts with his wife and three young children.