Mark is a local Private Wealth Advisor in the community, residing in Livonia and working in Northville.  He is looking forward to this opportunity to serve on the Mi Work Matters board and growing the mission.  

Mark found a passion in advocating for individuals with disabilities, fueled by his recent niece-in-law’s down syndrome diagnosis.  Another motivator for Mark is a clear absence of special needs planning in the financial services community.  He is looking forward to spreading awareness and improving planning techniques to better help and serve those with disabilities.

He received his bachelor’s degree from Walsh College.  Mark holds an Associate of Arts from Schoolcraft College. Regarding professional designations, he holds his CFP®, Certified Financial Planner, and is working towards obtaining his Chartered Special Needs Consultant® designation to further help those families and individuals with disabilities.  

In his free time, you can find Mark out on the golf course, grabbing a cup of coffee at Anastasia and Katie’s Coffee Shop & Cafe, or taking a walk and trying a new restaurant with his girlfriend.  

meet the rest of the team