Mark is the Director of Financial Planning Services at White Blaze Wealth Management. In this role, he is responsible for the financial planning process. He works closely with the team as they prepare financial plans that align with their clients' financial goals. Mark joined the 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 son, Marko.
Outside of White Blaze, Mark enjoys golfing, traveling with his family, and involvement in youth sports. He is an avid fan of the Cleveland Browns, Cleveland Cavaliers, Cleveland Guardians, and The Ohio State Buckeyes.