Mark is a manager in the wealth transfer practice. He is known for helping high-net-worth families and individuals review and create their estate, insurance, and business transition planning strategies. He has served as a guest lecturer at the Saginaw Valley chapter of the IMA discussing estate planning, and was featured in a podcast for the wealth management group in March of 2016. Additionally, he has written an article regarding insurance products for Plante Moran’s “Engage”.
With over eight years of experience in financial services industries, Mark specializes in helping families, business owners, and individuals navigate the always changing gift, estate, and income tax landscape to accomplish their goals.
Mark holds a Bachelor of Science in business administration with a major in general management from Central Michigan University.
Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.
FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/
With over eight years of experience in financial services industries, Mark specializes in helping families, business owners, and individuals navigate the always changing gift, estate, and income tax landscape to accomplish their goals.
Mark holds a Bachelor of Science in business administration with a major in general management from Central Michigan University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.
FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/