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Biography

Mark is a Principal in the Louisville office, where he provides retirement plan advisory services primarily focused on the participant experience through customized group education and individual financial advice. He also supports retirement plan advisors in building and developing customized retirement plan solutions for clients, including 401(k)s, 403(b)s, SIMPLE IRAs, and nonqualified deferred compensation plans.

Prior to joining Cerity Partners, Mark served as Retirement Plan Advisor at ARGI Financial Group. Before ARGI, he worked at Waystar (formerly ZirMed) in several different roles, including as a Client Support Specialist and as an Account Executive, working with doctors and hospitals in the upper Northeast states.

Mark enjoys spending time with his wife and two dogs, working on home improvement projects, and cheering on the Kentucky Wildcats. A recovering college soccer player, he loves to stay active by playing sand volleyball, pickleball, and golf.

Learn more about my practice.

Education

  • B.S. in Economics and Finance from Centre College
  • Executive Certificate in Financial Planning from Bellarmine University

Highlights

  • Certified Plan Fiduciary Advisor
  • Nonqualified Plan Advisor (NQPA™)
  • Accredited Investment Fiduciary (AIF®)
  • Volunteer with the Ronald McDonald House, Angel Tree (Salvation Army prison fellowship program), and Habitat for Humanity
  • Head coach for various youth soccer clubs in the community

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.