Mark serves as senior associate – client engagement for SJF and joined the firm in 2021.
Prior to joining SJF, Mark served as client development specialist and investment professional for JP Morgan Securities from 2019 to 2021, and associate planner for Bluestone Wealth Partners from 2012 to 2019.
Mark has a Bachelor of Science in Finance and Financial Management Services from Franklin University and holds the Series 7 and Series 66 FINRA securities licenses.