PROFESSIONAL PROFILE

Mark has been in the banking and financial services industry since 1998. His focus is on developing strategies and solutions for individuals, their families and their businesses to help them meet their short-term and long-term financial goals.

Mark’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he will help clients prepare for life's major events including purchasing or refinancing a home, retirement, planning for educational expenses and the loss of a loved one. And third, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth expectations.

Mark is a 1998 graduate of Binghamton University. He has earned the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning to better serve the pre- and post-retirement needs of his clients. Mark and his wife currently live in Sag Harbor where he serves as the Chairman of the North Haven Village Zoning Board of Appeals. Additionally, he is an Advanced Life Support EMT-CC and Certified Lab Instructor with the Sag Harbor Volunteer Ambulance. When not volunteering, Mark spends his free time training for triathlons and recently completed the Florida Ironman.