,M.B.A., J.D., CFP®
Mark specializes in assisting business owners who are busy and focused on accumulating wealth and growing their enterprises. He understands the complex nature and demands of owning a business and partners closely with his clients to alleviate some of their burdens. By offering personalized investment guidance, tax-saving strategies, and long-term financial planning solutions tailored to their unique needs, Mark helps manage their financial concerns, allowing them to concentrate on their business goals and enjoy the resources they have accumulated.
Mark has over 15 years of experience working in the financial services industry. Before joining Modera, he worked as a Senior Financial Advisor for Vanguard where he worked closely with individuals and families to craft personalized, goals-based financial plans according to their unique situations and managed their portfolios to help them reach their goals. In prior roles, Mark managed relationships with high-net-worth clientele, institutions, non-profits, and select foundations.
Mark earned a Bachelor of Arts in Anthropology from the University of Notre Dame, a Master of Business Administration from Villanova University where he also obtained his Juris Doctor and a Master of Laws (LLM) in Taxation. Mark is a licensed attorney with the Pennsylvania State Bar Association, a CERTIFIED FINANCIAL PLANNER® professional.
Outside of work, Mark enjoys spending time with his family. He is an avid sports fan. He enjoys attending a Notre Dame football game every year, and as many Phillies and Eagles games as possible. Golf is his favorite sport to play, and he always has a good golf trip planned. Mark also loves to travel and can be found at the Jersey Shore in Avalon on weekends in the summer.
What sparked your interest in financial planning? What fuels you every day in your work?
Right out of law school I began working for a broker dealer where the primary focus was on investments. It’s in my nature to want to learn as much as possible about people and through the relationships I was developing with my clients I started to see that investments are only a sliver of what would help them achieve their goals. I started to educate myself more on the world of fee-only financial planning, where you must always act in the best interests of your clients and look at their full financial picture. I quickly realized that fee-only financial planning was a much better fit for me. Everyday I’m fueled by learning and gaining a deeper understanding of my clients hopes and dreams and helping them through the process of achieving their goals.
What do you value most in your client relationships?
I appreciate getting to really know people. As advisors, we have to go beyond a surface level relationship to truly comprehend a client’s wishes for their future. When we look beyond the numbers and learn more about the people involved and their motivations, that’s when my work feels the most impactful and gratifying. That level of trust, to share your goals, aspirations, and the big and small life moments with someone, is not easy and I make sure to never take it for granted.
Where did you grow up? Where do you live now?
I grew up in Gwynedd Valley, PA. I now live about 10 minutes away in Plymouth Meeting, Pennsylvania. My wife and I would love to move back to the town we both grew up in very soon.
When you retire you’re going to…?
When I retire, I will be golfing somewhere warm all year round and spending as much time as possible with my family and friends.
CERTIFIED FINANCIAL PLANNER®
University of Notre Dame, B.A., anthropology
Villanova University Charles Widger School of Law, J.D./M.B.A.
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
