Mark has over 25 years of experience as a financial professional and continues to maintain a successful financial practice through Premier Network. As our Vice President of Client Services, he shares his knowledge with our network and is our in-house expert in all matters of client retention, referrals, relationships, and management.

Mark provides valuable advice to transitioning and prospective advisors who are making the move to Premier Network and Cambridge. As an advisor who has made the journey himself, he guides new financial professionals around common challenges or potential pitfalls. Mark also provides ongoing support, advice, and education to our financial professionals. His specialties include client experience and incorporating behavioral finance principles into an independent practice. As a seasoned financial planner, he has attained the Behavioral Financial Advisor™ designation and has helped many clients align their values with their financial goals.

Mark and his wife have three adult children and two dogs – Molly and Dexter. He is active in his church as a greeter and group leader. Outside of work, he can be found trail running, hiking, fishing, hunting, traveling, and enjoying time with friends and family.