With over 25 years of experience in the financial industry, Mark has built a thriving practice as a member of the Premier Network of Financial Advisors. As our Vice President of Client Services, he leverages his extensive knowledge to support our network, serving as the go-to expert on client retention, referrals, relationships, and management.

Mark offers invaluable guidance to transitioning and prospective advisors joining Premier Network and Cambridge. Having navigated this journey himself, he helps new financial professionals sidestep common challenges and potential pitfalls. He is dedicated to providing ongoing support, advice, and education, with a focus on enhancing the client experience and integrating behavioral finance principles into independent practices. As a seasoned financial planner, Mark holds the Behavioral Financial Advisor™ designation and has successfully assisted numerous clients in aligning their values with their financial objectives.

Outside of work, Mark enjoys life with his wife and their three adult children, along with their dog, Dexter. He is actively involved in his church as a greeter and group leader. In his spare time, you can find him trail running, hiking, fishing, hunting, traveling, and cherishing moments with friends and family.