As a Financial Paraplanner, Mark assists clients with insurance matters, account servicing and income tax planning and preparation. Mark assists advisors with financial planning analyses.
Prior to joining the firm in 2023, Mark served in a financial paraplanner role for a Lancaster based financial advisory firm. Mark taught high school business classes before entering the financial services industry.
Mark is licensed for Accident and Health, Life Insurance and Fixed Annuities in the Commonwealth of Pennsylvania. He is actively pursuing his securities licenses. Mark received his Bachelor of Science and Master of Business Administration (MBA) degrees from Lee University.