Mark is a partner of WCP Private Wealth Advisors. He entered the financial services industry in 1989 and joined WCP and Lincoln Financial Advisors in 2001.
Focusing on business owners and other high net worth families, Mark helps his clients with business transition planning, improve cash flows, save taxes, as well as manage and protect their assets.
Mark is also a lifetime member of The Resource Group, an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors, connected by a common link of membership, camaraderie and caliber. Since membership in The Resource Group is by invitation only, it helps protect their reputation as having the best minds within Lincoln Financial Advisors.
He is also an inaugural member of The Business Intelligence Institute, a Lincoln Financial Advisors initiative focusing on business succession strategies. BII is focused on serving the needs of closely-held business owners to help them grow, preserve, protect and transfer their life's work. Only the most highly qualified advisors within Lincoln Financial Network are invited to participate in this effort. Our mission is to use our holistic financial planning process, culture and intellectual capital to help our entrepreneurial clients make informed choices toward reaching their business and personal goals.
Mark is the chairman of the board of Shane's Inspiration, a non-profit focused on inclusive play and reducing bias toward children with disabilities. He has also served on various boards and committees for the YMCA and a Waldorf school and can often be seen coaching youth basketball. Mark and his wife, Karen, have two children and reside in Southern California.