Mark excels at customizing retirement plan solutions to meet the specific needs of every client. He listens to their objectives and uniquely tailors successful solutions to allow them to reach their retirement goals. Mark also helps navigate clients through complex regulations and opportunities in a manner that is both practical and easy to understand.
His specialties include advanced plan design for affluent business and professional practices using:
Before bringing his talents to TRA, Mark’s experiences included working in a large consulting firm and working in various retirement plan capacities in a large brokerage firm.
Mark holds a Bachelors degree in Finance from Indiana University at Bloomington.