About our team

Mark has more than 30 years of experience in providing wealth management advice to private and institutional clients. His passion for the financial planning process lies in the education and empowering of clients, enabling them to make sound financial life decisions.

Mark’s technical expertise using a proven analytical platform provides clients with the information and data needed to plan for all possible outcomes as well as managing risk in both fixed income and equities.

Mark is a graduate of St. Vincent College, Latrobe, with a major in finance. He actively supports many local charities including the Autism Society and Allegheny Schools through the Pittsburgh Vintage Grand Prix Association. He and his wife have an adult daughter and son, and reside in Wexford, Pennsylvania.