Mark began his financial services career in 1982, and quickly became a widely-recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned a Certified Investment Management Analyst® designation through the Investment Management Consultants Association. He holds the Series 7, 8, 63, and 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.
Mark is honored to have each member of his family as part of the Synergy Capital Solutions team. His wife Sherry serves as Controller, daughter Jordann as Director of Business Solutions, and son Alex as a VP-Client Solutions. He takes pleasure in nurturing and mentoring the next generation of advisors. Mark divides his time between West Bloomfield, Michigan, and Naples, Florida. He enjoys being on the water with family and throwing the ball for his two dogs, Max and Chloe. He also enjoys seeing the world, reading a good spy novel, and displaying his mean forehand on the tennis court.