Meet the Experts Behind Your Success

Mark brings more than 35 years of experience as a financial advisor to the SAX Wealth Advisors team, along with over 45 years of experience in the broader financial services industry. Throughout his career, he has built a practice defined by long-standing client relationships, thoughtful guidance, and a steady, client-first approach to wealth management.

With deep experience advising individuals and families, Mark is focused on ensuring a smooth and seamless transition for his clients to SAX Wealth Advisors. He is committed to maintaining the personalized service and continuity his clients value, helping them navigate financial decisions with clarity and confidence.

In addition to his professional work, he has been actively involved for more than three decades in leadership roles across church, community, and ministry organizations, reflecting an ongoing commitment to service and mentorship.