For more than 20 years, Mark has been helping individuals and families accumulate and preserve wealth for retirement. During that time, he has been responsible for the management of more than $500 million in assets.
Mark is an Investment Advisor Representative and is licensed in life and health insurance. He has also committed himself to the advanced study of IRA planning strategies through the Ed Slott Elite IRA Advisory Group™, led by nationally acclaimed IRA expert Ed Slott. He has a blog on Phillyburbs, contributes to Morningstar.com and Forbes.com, and is the Financial Editor and Columnist for Local Living Magazine. Mark holds a Master’s degree from the University of Pennsylvania and a Bachelor’s degree from Columbia University.
Prior to founding TFG Wealth Management, Mark served in a number of diverse roles. Some of his past positions include:
- President of Stone Bridge Trust Company (a private trust for wealthy families)
- Executive Vice President and Director of Stone Bridge Mutual Funds
- Vice President in the Investment Advisory Department of W.H. Newbolds and Son
- Director of the Pennsylvania Economic Development Authority
- Owner of a benefits, 401(k) and human resources company, which assisted hundreds of small business owners with their company benefits and 401(k) programs
Mark is best known for his ability to “make sense” of finance and clarify the “big financial picture” for his clients and the community, in easy-to-understand terms. Over the course of his twenty-plus-year career, Mark has been part of the ever-changing financial services industry and has made it his mission to educate area residents on external influences that can have a significant impact on their personal financial strategies.
With a special interest for veterans’ affairs, Mark has become an Accredited Veteran Service Officer of the Department of Veterans Affairs (VSO). Through this accreditation, he assists the veterans of Pennsylvania and their families with the qualification and application process for government financial assistance programs. Continuing his mission to educate area residents, he is also certified to teach continuing law education (CLE) courses for attorneys and CPE courses for accountants. As a financial educator, Mark holds regular educational seminars for pre-retirees and retirees on timely wealth management issues.
Mark’s community involvement includes serving as a member of the Lower Makefield Planning Commission and Newtown Rotary Club. He also participated in a 100-mile charity bike ride, with all proceeds going to the LIVEStrong Foundation in support of the global fight against cancer. As a result of his charitable work and professional excellence, Mark was named “Man of the Year” in 2009 by the Federation of Jewish Men’s Clubs. He is also a member of the Lower Bucks County Chamber of Commerce.
Mark has been married to his wife for nearly twenty years, and together they have two children. In his free time, he enjoys cycling, golf and traveling.
Learn more at TFGWealth.com
Host of: What’s Your Wealth Strategy