Mark serves as a Financial Advisor working directly with clients to develop and implement customized holistic financial plans. With more than 20 years of industry experience, Mark has extensive expertise if areas such as tax optimal investments, retirement planning and risk management as well as advanced estate planning techniques and charitable gifting strategies. His approach focuses on developing a thorough understanding of what is important to each individual and seeks to provide objective, professional advice on the best ways to work towards achieving a clients’ goals. Through job changes, divorce, births and deaths, he works with his clients to ensure their investment strategy and financial plan continue to be tailored to their individual needs.
Prior to joining Bogart Wealth, Mark worked at a nationally recognized wealth management practice at an independent advisory firm where he led a team consisting of an investment manager, financial planner, CPA and Estate attorney.
Mark obtained his bachelor’s degree from St. Lawrence University where he majored in Economics and minored in Political Science. He is also a CERTIFIED FINANCIAL PLANNER ™ professional as appointed by the Certified Financial Planning Board of Standards and holds a certificate in Financial Planning through Georgetown University.
Mark Has lived in Northern Virginia for the past 16 years and currently resides in Herndon with his wife, Ana, and two children, Zoe and Nolan. His interests include: the Lane Thomas Foundation, watching all types of sports, spending time with friends, family and traveling.