Mark is responsible for the evaluation, design and communication of wealth transfer strategies. He reviews concepts to quantify their overall effectiveness, identify the economic risks, and determine tax and legal compliance. This generally requires coordination among financial, legal and tax advisors. His responsibilities also include evaluating life insurance products and configuring them for specific planning purposes.
Mark fulfills these responsibilities by adopting the perspective of our clients in both reviewing concepts and developing communication materials. He has a unique blend of analytical, writing and design skills which enables him to understand and explain complicated estate transactions.
Mark has over 25 years in the financial services industry, with a concentration on life insurance for 20 years. He has a Bachelor of Arts in Economics and Business Administration from Knox College.