Bringing a strong background in investment analysis, Mark joined Private Advisor Group in 2017 and now serves as a financial advisor. Mark is a CERTIFIED FINANCIAL PLANNER® professional who helps executives and business owners reduce taxes and create generational wealth through comprehensive planning. Typically, these strategies include retirement and estate planning, cash-flow planning, tax planning, college planning, and insurance planning.

As a fiduciary, Mark’s mission is to listen to his clients, address their concerns, and to ensure their plans are focused on what really matters to them. He focuses on liquidity needs and tax-savings at every life stage.

He is determined to understand his clients’ unique situations and help identify their needs, educate them, offer strategies, implement a tailored plan, and monitor their progress. Mark runs a long-term relationship-driven business, creating true connections with his clients and their families.

He graduated magna cum laude with a double B.S. in Finance and Information Technology Management from the Stillman School of Business, Seton Hall University. His FINRA Series 7 and 66 registrations are held at LPL Financial, as well as life, accident, and health insurance licenses. He is a Certified Plan Fiduciary Advisor (CPFA®) and helps business owners design and manage employer-sponsored retirement plans.

Mark lives with his wife in Middletown, NJ. He is an avid car enthusiast and enjoys great food, traveling, and being active outdoors. He is a fluent Spanish speaker.