Mark is a partner of WCP Private Wealth Advisors. He entered the financial services industry in 1989 and joined WCP, Sagemark Consulting and Lincoln Financial Advisors in 2001. Focusing on business owners and other high net worth families, Mark's goal is to help his clients with business transition planning, improve cash flows, save taxes as well as manage and protect their assets.
He is an inaugural member of The Business Intelligence Institute*, an initiative of the Lincoln Financial Network. BII is focused on serving the needs of closely-held business owners to help them grow, preserve, protect and transfer their life's work. Only the most highly qualified advisors within Lincoln Financial Network are invited to participate in this effort. Our mission is to use our holistic financial planning process, culture and intellectual capital to help our entrepreneurial clients make informed choices toward reaching their business and personal goals.
Mark is a recent past chairman of the board of Inclusion Matters by Shane's Inspiration, a non-profit focused on inclusive play and reducing bias toward children with disabilities. He has also served on various boards and committees for the YMCA and a Waldorf school and can often be seen coaching youth basketball. Mark and his wife, Karen, have two children and reside in Southern California.
*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
*WCP Private Wealth Advisors is a marketing name for Registered Representatives of Lincoln Financial Advisors, Corp