Mark’s goal is to provide solutions to meet your changing financial needs.
Mark joined MB Squared Financial in 2003 after being a business owner spanning 30 years. That experience gives him an understanding of the joys and trials of business ownership. “In business, service to your clients is a must.” is a quote Mark lives by.
As a Senior Partner of MB Squared Financial, Mark’s aim is to differentiate himself from other advisors by having the heart of a teacher. Mark will educate his clients in respect to their investments, retirement goals, education funding and insurance needs. You will have a complete understanding of your plan and its implementation.