Mark helps clients define and achieve their own version of “financial peace” by deeply understanding their goals, concerns, and dreams for the future. He specializes in strategies that allow clients to participate in market gains while reducing downside risk, minimize taxes, and enjoy a confident, lasting retirement. As an independent advisor, Mark offers a wide range of solutions from multiple companies, ensuring recommendations are always in the client’s best interest. Whether planning for retirement, protecting loved ones with life insurance, or creating a lasting legacy, Mark’s priority is helping clients feel heard, valued, and on track toward lasting financial confidence.