Mark started his Financial Planning career in October, 2000 after spending 20+ years in the military as an Army Aviator, retiring at the rank of Lieutenant Colonel. He specializes in retirement income and risk management strategies, and his passion is to empower others to achieve their financial goals. Mark is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the FINRA Series 7 securities registration, held through LPL Financial, as well as state life, health and long term care insurance licenses.
Mark is a 1986 graduate of the University of Kentucky. He recently served as the President of the St Charles Kiwanis club and as Commander of the St Charles Veterans of Foreign Wars. Mark is the coordinator for the annual St Charles Memorial Day Parade and ceremony.
He resides in St Charles with his wife, Lori, and their four children, Patrick, Thomas, Mary and Matthew.