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About Us

Mark’s number one concern is doing what is best for his clients, free from any third party influence or conflicts of interest. His consultative approach of listening and gathering pertinent information from his clients is what has led him to be a top industry achiever, including multiple Presidents’ awards from many different organizations. His greatest satisfaction is when he is called by someone he has never met for advice; based on a recommendation from one of the over one thousand individual, families and business owners he has worked with in the past.

Mark has a Business Degree from the University of Miami, He is a Registered Financial Consultant. He resides in South Florida, has two sons Ian, a 2012 graduate of the Citadel, now an office proudly serving in the United States Army and Griffin a second year law student at Tulane.