Mark began his career with The Vanguard Group in Charlotte, NC, where he advised clients on asset allocation and how to construct a diversified portfolio with index funds and ETFs. He then went on to spend several years in government (FBI) and the healthcare tech industry before making his way back to financial services.
Mark writes regularly on research topics including retirement planning, education planning, tax strategy, and investing. He also leads the firm’s Basics of Personal Finance curriculum development and NextGen advisory engagements.
Mark is a Certified Financial Planner™ professional. He earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College. He is also an active member of the National Association of Personal Financial Advisors (NAPFA).
Mark resides in Needham, MA, with his wife, Monica, and three-year-old son, Owen. In his free time, Mark enjoys playing tennis, biking, and listening to personal finance podcasts.
