Professional
Mission Statement
"Our main objective is to provide top quality wealth management and planning services. We help our clients achieve their most critical financial goals by understanding their unique needs and creating a personal comprehensive plan. Through monitoring of each plan, we are able to make adjustments as needs change. We are committed to establishing and maintaining enduring relationships built on trust, respect, and honesty, ensuring that the interest and goals of our clients are always put first."
Mark graduated from Allegheny College in 1994 with a Bachelors of Arts degree in Political Sciences. He has been helping people with their financial planning with Northwestern Mutual for over twenty years.
In 2004, he earned his Chartered Life Underwriter® designation from the American College, and in August of 2011, he earned his Chartered Financial Consultant® designation.
Associations and Memberships
Mark has won the Million Dollar Roundtable Award and the National Quality Award for the past 12 straight years. The Million Dollar Round Table Award is a prestigious recognition affiliated with all financial professionals. It is achieved by maintaining a high level of sales, and is only awarded to the top one percentage of the world's best financial service professionals. Mark is also a member of the National Association of Insurance and Financial Advisors.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2004-2012
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2013-2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 2002, 2004-2010
Award recognizing persistency and performance
National Sales Achievement Award 2006-2010
Award recognizing performance
