As a University of South Carolina graduate, along with earning the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College, Mark brings nearly three decades of financial expertise to my clients. He specializes in serving closely held businesses, business owners, medical professionals, executives, and attorneys. An Atlanta native, he resides in Buckhead with my wife Sara and daughter. When Mark isn’t working, he enjoys spending time with his family, traveling, golfing, and following sports.

Mark believes that creating wealth comes down to discipline, and his daily mission is to help his clients reach their financial goals.