Mark has a passion for helping his clients build, manage, and preserve their wealth with unbiased advice, so that they can feel comfortable and confident. As a trusted advisor, Mark is committed to using every available resource to help ensure their financial success. Our independent business model is structured in a way which allows him to put his client's interests first. Mark is a Chartered Retirement Planning Counselor® and Chartered Mutual Fund Counselor® with focused training in retirement and investment planning.
Mark was born and raised and educated in Southeastern Massachusetts, and now resides in Plainville MA. He is married to his beautiful wife Susan and they have two wonderful teenagers- Matthew and Madeline. Outside of work, Mark coached various baseball, softball, and basketball programs for his children and was a volunteer member of the King Philip Basketball Association. He enjoys playing basketball and outdoor activities with his wife Susan.
Raymond James is not affiliated with and does not endorse the entities mentioned above.