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- Why Summit?
Mark joined the Summit team in 2006 and is an Investment Advisor Representative for Summit Financial Strategies, Inc., the personal financial management and tax planning division of Summit Financial Corporation. He brings seventeen years of experience in investment management and research at industry leading mutual fund and investment companies. For the last five years, he has focused on individual financial planning, investment education and benefits consulting. Mark assists clients with retirement planning, education planning, asset allocation strategies and estate planning, amongst other goals.
2012 Candidate for the Certified Financial Planner (CFP) designation
Mark spends time with his family volunteering for charitable organizations such as The Wounded Warrior Project and Susan G. Komen for the Cure.