Mark's career in financial planning started in 1983 following his graduation from Miami University in Oxford, Ohio. Mark majored in finance and graduated with a Bachelor of Science degree in Business. He spent his first years in the industry learning from and working with early financial planning industry pioneers Bob Oberst in New Jersey and Ed Morrow in his native Middletown, Ohio. He moved to central Ohio in 1990 to join a local financial planning firm.
Mark has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional (1986), Chartered Financial Analyst (1990) and Chartered Financial Consultant (2002). He maintains several securities licenses: Series 7, 9, 10 and 63. He also holds licenses for life, annuity and health insurance. He is an investment advisor representative with Raymond James Financial Services. From 1999 to 2009, Mark was an instructor with the Upper Arlington Life Long Learning program, teaching classes on retirement planning, investing, long term care and other financial planning topics. He enjoys teaching and making financial topics easier to understand for his clients and associates.
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He is a former board member and past president of the Columbus Chapter of the Financial Planning Association (formerly IAFP). Mark resides in Dublin with his wife Komal who is an OB/GYN. His four children are all graduates of Hilliard Davidson High School. During their younger years, Mark was active in organized activities with his children, like scouting and sports. He previously coached both basketball and baseball teams through local programs such as Upward, Hilliard Baseball Association, BigLeague and the Hilliard Optimist Basketball League. He was formerly an avid racquetball player. Today, Mark enjoys spending his free time with family, travel, the NFL (especially the Bengals), college sports, kayak fishing, bowling, and genealogy. To date, he has traced many lines of his ancestors back to the 1700’s. Several of his family lines were amongst the earliest settlers of Butler, Warren and Montgomery counties in southwestern Ohio. He also enjoys periodic volunteer trips with Samaritan’s Purse to help rebuild homes that have been damaged or destroyed in storms and natural disasters.
