Originally from Kokomo, IN, Mark graduated from Purdue University in 2007 with degrees in Selling and Sales Management and Hospitality and Tourism Management. His strong interest in personal finance and investing initially led him to the wealth management profession in 2014. Over time, that focus has evolved into the fulfillment he finds in helping others overcome life’s financial challenges.
Mark holds his Series 7 and 66 licenses, as well as life and health insurance licenses. He enjoys concentrating on individual retirement planning and college financial preparation.
In his spare time, Mark enjoys traveling, attending college sporting events, and playing soccer. Most notably, he loves spending time with his wife, Jordan, their three sons—Landon, Abram, and Hayes—and their daughter, Lennox. They reside in Westfield, IN.