Director of Wealth Management
Mark joined Premier Planning Group in November of 2016 as Director of Wealth Management of our Valley Forge Office. Mark’s role is to further enhance the overall client experience and to provide additional technical support to the advisors.
Mark earned his B.A. in Business and Economics from Ursinus College. He holds his Series 7 and 66 securities registrations along with being insurance licensed in PA. Currently, Mark is working towards his Certified Financial Planner designation.
Mark brings a wealth of experience having spent the last 10 years at The Haverford Trust Company and Lincoln Investment Planning where he created detailed financial plans for clients while providing relevant insights regarding the ever changing investment landscapes. Mark is a terrific addition to our team and resource for our clients.