Mark, a CERTIFIED FINANCIAL PLANNER™, has devoted his 20+ year career to advising the families of educators, firefighters and law enforcement officers. In 2016, Mark expanded his financial planning services to include settlement planning for injury victims and trial attorneys. Initially specializing in working with injured first responders on their workers compensation settlements, Mark has expanded his settlement planning services to include personal injury victimswho have suffered from semi-truck accidents, sexual abuse, traumatic brain injury, and other life-altering injuries.
Prior to joining Garrison Financial, Mark was a Financial Advisor with American Express Financial Advisors, a member of the Retirement Benefits Group with AXA Advisors, a Financial Advisor with Merrill Lynch’s Global Private Client Group and an independent Financial Planner for 15 years at his own firm. He holds a Bachelor of Business Administration degree from Florida Atlantic University where he majored in Business Economics and a Certificate in Financial Planning from Boston University.
Mark prides himself on being a careful listener and thoughtful communicator to the families he serves. So, whether you’re looking for retirement planning, or need help planning for you or your loved one’s financial future after being injured, you can rest easy that Mark will patiently help you address your financial concerns. Additionally, Mark can help attorneys with their investment and financial goals using specialized products at the time of settlement, as well as the traditional financial planning products and services available in the broader retail investment world.
A native of South Florida, Mark moved to Central Florida in 2002 after living for a brief period in Upcountry South Carolina.Affable and energetic, he has a passion for a broad set of interests. Away from his desk, he enjoys clay shooting, restoring classic cars, and sailing among a variety of other things. Mark and his wife Jamie Lynn, also like to travel whenever they get the opportunity.