Mark is a Certified Financial Planner™ offering professional retirement and investment services with over thirty years of experience in the retirement field. His wide experience ranges from working with individuals, to working with small business clients, to servicing Fortune 500 company retirement plans.
Mark’s professionalism and integrity in dealing with clients is built upon his early background of working as a CPA, an auditor, and as a Trust Officer. He holds Series 6, 7, 63, and 65 security registrations with LPL Financial and a Pennsylvania Insurance License.
Mark has been involved with numerous community organizations in the area including Sunrise Rotary, Leadership Blair County, Penn State Altoona Alumni Society, Chamber of Commerce, and the Central Chapter of Certified Public Accountants.
Mark graduated in 1977 from the Pennsylvania State University with a degree earning a BS in Business Administration. He and his wife Joni live in Altoona and have one son, Joe.