Financial Advisor, CRPC®
Mark joined Financial Services of America (FSA) in 1993 after graduating from Western Michigan University with a Bachelor of Business Administration degree in Finance. He is a Senior Executive Vice President and has over 30 years of experience in the industry. Mark holds many securities licenses including Series 6, 63, and 65. He is an Investment Adviser Representative with FSA Advisors and a Registered Representative with AE Financial Services, LLC (AEFS) and is a licensed life insurance and annuity agent. He is also a licensed agent with the State of Michigan in property and casualty. Mark is a Chartered Retirement Planning CounselorSM, CRPC® professional through the College for Financial Planning, which acknowledges his understanding of significant senior issues such as Legacy Planning, Investment and IRA Strategies, Tax-Efficiency Planning, Medicare and Medicaid Planning, Risk Planning, Asset Allocation, and 401(K). He is also an Investment Adviser Representative through FSA Advisors.
Mark is very enthusiastic and passionate about creating and implementing sound financial strategies that help his clients accomplish their insurance, estate, financial, and tax goals.
When he is not helping Michigan families with their financial plans, Mark spends quality time with his son and is active in the community. He has served many years as a football coach.