Mark spent the majority of his 40-year career with Wells Fargo Advisors and its predecessor companies Wachovia Securities and Wheat First Securities. He works with individuals and families to help them define and achieve their financial goals.
He enjoys giving back to the community and, to that end, has served in a few different capacities with local organizations. Mark helped administer the Rockville Football League, an organization dedicated to providing local area youth with an avenue to learn many important life values while playing football. He has also served on the investment committee of the Baltimore/Washington United Methodist Conference and served as a board member for the Methodist Home of DC (now Forest Side) which provides care for the elderly and those with Alzheimer’s and dementia.
Mark is a native of Bethesda, MD and attended the University of Maryland at College Park where he earned a Bachelor of Science in Finance and Economics with a minor in Chemistry. He and his wife of 43 years currently reside in Annapolis and have been blessed with 2 children and 6 grandchildren. His accessibility to the Chesapeake Bay lets him enjoy all the Bay has to offer and pursue his love of fishing.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.