Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his client’s unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional®, a designation earned through the American College of Financial Services. Mark resides in Dublin, OH, with his wife, Karen and 2 children. He enjoys outdoor activities including golf, tennis, water sports, and basketball.
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