Client Service Associate
Mark joined our team as a Client Service Associate in March of 2020 with aspirations of becoming a Financial Advisor. With a background involving insurance and investments, Mark brings more experience to our team. Originally from Marlboro, New York, Mark moved to Poughkeepsie after 23 years. Mark graduated from Mount Saint Mary's College in Newburgh, New York in 2016 with a Bachelors of Science Degree in Business Administration and Management. Mark truly believes in wealth management and its importance to one's financial success. Mark enjoys a wide variety of activities including traveling, fine dining, exercise, and playing sports. He also enjoys volunteering when he can.