Mark serves as Vice President at United Capital Financial Advisors. As a Wealth Manager, Mark’s strongest assets are the relationships he has established with his clients. Mark offers customized wealth management advice and personalized service. He works closely with his clients to develop investment, planning and estate strategies tailored to their specific needs.
Mark began his career in the securities industry with UBS Wealth Management and joined Goldman Sachs, via its predecessor firm, in 2014. He graduated cum laude from West Virginia University with a B.S.B.A. in finance in 1992.
Mark’s community activities have included helping “at risk” children find more stable family environments, and raising money and awareness for the prevention of child abuse and juvenile diabetes. He lives in Northern Illinois and enjoys spending time with his family.
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