Mark specializes in providing innovative solutions to executives, professionals, retirees, and their families. His mission is to help clients achieve financial independence and security through comprehensive financial planning.
As a second generation in the financial services industry, Mark has seen the impact that proper planning can have on individuals and their families. Mark takes a global approach to planning which includes estate tax strategies, retirement planning, stock option strategies, wealth management, charitable planning and estate preservation.
Prior to joining North Coast Executive Consulting, Mark served in the United States Army as a medic. Mark learned in the military that proper planning is the most important part of accomplishing a goal or completing a mission. Mark brings that same mindset to the practice when working with clients.
In 2020 Mark became a partner of North Coast Executive Consulting. Mark’s brother, Kevin, also joined the practice in 2020 in a fulltime capacity. Kevin assists Mark in providing exceptional service to all their clients. Prior to joining North Coast Executive Consulting, Kevin served a 9-month deployment in Kuwait with the Army. Kevin is currently a Captain in the U.S. Army Reserves.
Mark is a graduate of the University of Akron with a degree in Business Administration.
Mark and his wife Jess reside in Solon. Mark has 3 children (twin boys, Chace and Channing) and a daughter (Olivia).