Mark joined the FAI Wealth Management team in 2015 as a Senior Advisor. He provides integrated retirement planning, portfolio management, and legacy planning to engineers, professionals, and those in transition to reach their financial goals. Mark is also a member of the FAI Investment Committee.
Mark is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM. Mark earned a Master of Business Administration degree from Loyola College (now Loyola University Maryland) and a Bachelor of Business Administration degree with a double major in accounting and finance from James Madison University. He is an active member of the National Association of Personal Financial Advisors, Financial Planning Association of Maryland, and the Maryland Association of CPAs.
Prior to joining FAI, Mark was Director of Planning at Baltimore-Washington Financial Advisors. He has 13 years of experience in wealth management and spent 20 years in corporate accounting with manufacturing firms in the suburban Baltimore-Washington region.
Mark is a member of the Board of Directors for the Howard County Estate Planning Council and serves as its Membership Chair. He also serves on the Board of Directors for MakingChange, a nonprofit providing educational programs to improve financial literacy. Mark is a graduate of Leadership Howard County; an innovative program designed to empower and connect community leaders and keep them engaged in the critical issues facing Howard County and the surrounding region. Additionally, Mark serves as Vice-President of Springfield Cemetery Company.
Mark has four sons. He is a Howard County native and lives in Ellicott City. In his spare time he enjoys being with his sons, refereeing basketball, bicycling, and reading. Mark was active as a Committee Chair for Boy Scout Troop 716 for seven years.