Mark brought his 34 years of experience to Silver Grove Financial Group in 2017. He holds his Series 66 (Uniform Combined State Law Exam), Series 63 (Uniform Securities Agent State Law Exam) through Silver Grove Advisory Services, Series 7 (General Securities Representative Exam), and Series 26 (Investment Company Products / Variable Contracts Principal Exam) registrations through LPL Financial. Mark is also licensed in Life, Accident and Health, and variable insurance products in the state of New York.
Mark’s gregarious nature makes him a hit at social events. He loves to discuss the latest developments in football, expound at length on current events, and he can explain in minute detail the ins and outs of the different brands of bourbon. Mark has developed long-term friendships with many of his clients.
Mark’s ideal client is within a decade or so of retirement. They are in the final stages of accumulating their wealth and are starting to make plans for how they will maximize their income during retirement. They may also be faced with elder care and find themselves helping one or both parents to figure out Medicare and make plans for long term care. Mark’s firsthand experience with elder care in his own family makes him uniquely qualified to support his clients in this difficult stage of life.
Mark currently lives in West Seneca, New York, and enjoys spending time with his grandchildren.
Contact Mark: firstname.lastname@example.org or 716-247-5303