Mark joined NFP Insurance Solutions as Director in 2024, bringing over 38 years of experience in providing business and personal financial planning services. His primary focus is to provide sophisticated risk management solutions to individuals, families, and businesses in the areas of estate and special needs planning, succession planning, wealth transfer and executive benefits. Mark’s ability to combine complex planning topics with simple, clear communication has been instrumental in aiding his clients and partners.
Mark spent the majority of his career advising and coaching over a thousand successful financial advisors on how to grow their business with high-income and high-net-worth clients implementing various insurance solutions using advanced planning strategies. In his time at Capitas Financial as a Director of Private Wealth and at Highland Capital Brokerage, he successfully created a multitude of trusted relationships by delivering customized insurance solutions, personalized local service, superior value, and point-of-sale support.
Mark holds a B.S.B.A degree in Accounting from Seton Hall University and is a Certified Financial Planner™ and Registered Representative. He is also licensed in Life, Health, and Property & Casualty insurance.
Mark has been married to his lovely wife Karen for 40 years and has two adventurous and fun-loving sons. He remains very active and enjoys his summers at the New Jersey Shore and winters skiing whenever and wherever possible.