Marks main area of expertise as the Chief Investment Officer is investment portfolio design. Mark believes the educated client is our best client, and he continues to teach financial planning and investment courses for corporations and is an instructor for CPE credits for the Indiana CPA® community as well as CLE credits for the legal profession.
Since 1983, Mark has been providing clients with comprehensive wealth management solutions. He possesses the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College, Life Underwriter Training Council Fellow (LUTCF), Registered Financial Consultant (RFC), Accredited Investment Fiduciary (AIF®) and Professional Plan Consultant (PPC). Mark is a General Securities Principal (Series 24 license), an Registered Representative (Series 7 license), a Municipal Fund Securities Limited Principal (Series 51 license) in addition to Life & Health and Property & Casualty Insurance Licensed.
Mark is a member of the Society of Financial Service Professionals, The Financial Planning Association, National Association of Estate Planners, The National Association of Insurance and Financial Advisors, The Lafayette Association of Insurance and Financial Advisors, Institute of Consumer Financial Education, International Association of Registered Financial Consultants, Investment Management Consultants Association, The Indiana CPA® Society, and The Society for Human Resource Management.
Mark and his wife, Trish, have two children and five grandchildren. He enjoys golfing, traveling, attending his grandchildren’s events and spending time with his family.