Mark is a Wealth Advisor and the Director of Financial Planning at White Blaze Wealth Management. In his role, Mark works closely with individuals and their families to develop a wealth management plan that supports each client’s financial goals. Together with the team, he evaluates investment opportunities, reviews advisory portfolio allocations, and develops wealth management strategies. Additionally, Mark is responsible for the firm’s financial planning process. He joined our team in 2023.
Mark began his career in financial services in 2011, including roles as an Advisor at Charles Schwab & PNC Investments in Cleveland, OH. Most recently, he served as the Financial Planning Director at Morgan Stanley, covering the Northern Ohio and Western Pennsylvania markets.
Mark is originally from Bainbridge, OH. He graduated from The Ohio State University with a Bachelor of Science in Consumer and Family Financial Services, specializing in Financial Planning. Mark obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021. Mark and his wife, Erin, live in Westlake, OH with their children Marko, Vivian, and Ella.
Outside of White Blaze, Mark enjoys golfing, traveling with his family, and being involved in youth sports. He is an avid fan of the Cleveland Browns, Cleveland Cavaliers, Cleveland Guardians, and The Ohio State Buckeyes.