- Five Star Wealth Manager award winner 2012-2019
- CERTIFIED FINANCIAL PLANNER™ professional
Mark began his career in the New Haven office of Merrill Lynch. After earning the CFP® professional designation, he left Merrill Lynch to partner with Daryl at Brook Wealth Management. He is responsible for guiding his clients through the Brook Wealth Management Process. This includes the creation and implementation of a financial plan that encompasses the principles of wealth building, risk management, tax planning, estate planning and retirement planning.
He is a CFP® professional and is Series 7 and 66 registered with LPL Financial. He holds insurance and annuity licenses in several states. Mark is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. This allows for more flexibility when dealing with local clients, business owners and nonprofit organizations.
Mark is a graduate of Duke University with a Bachelor of Science in Computer Science and holds a Master of Business Administration from Columbia University. Additionally, Mark holds a Master of Fine Arts from New York University’s Tisch School of the Arts.
Mark resides in Madison with his wife, Tammy, and their two sons, Caleb and Luke.