Mark devotes time to getting to know his clients, their financial objectives and priorities, and their attitude to risk and volatility to construct a financial plan that meets the individual’s requirements and can be adjusted and tracked over the long term.

He holds a master of arts degree from the University of Cambridge (UK) and a diploma in Spanish from Universidad de Salamanca (Spain). He has a Series 7 and 66 from FINRA and a certificate in securities from the Chartered Institute for Securities and Investment (UK).

In his spare time, Mark enjoys sports, music, yard work and his family. He’s proud to say he’s played international-level golf.

He would like his clients to know he comes to them with great empathy and a broad financial and cultural background, having lived in multiple countries. “I listen more than I talk.”