Financial Advisor, Managing Director

Mark knows the importance of aligning life goals, financial goals and one’s own unit of measurement when it comes to defining success. He advocates a collaborative approach to wealth management, basing his advice on scientifically-derived behavioral finance principles and a thorough financial examination of every client.

All families, their financial situations and the conditions within the market and economy are different. That’s why Mark avoids prescriptive solutions in favor of tailored, comprehensive financial plans. Whether that means building you a financial strategy to reduce tax liabilities or coming up with a plan to successfully leverage your professional skills and capitalize on a new career opportunity, Mark and his team want to help you achieve life returns, as well as financial ones.

Financial Advisor, Managing Director

Chad began his career in wealth management his senior year of college at the University of Central Florida while obtaining his degree in finance.  Originally intending to go to law school, Chad got an internship with Banc of America Investment Services that exposed him to the world of financial planning. As he went through this internship he knew that he had found his calling for his career and joined the team that he was interning with right out of college in 2004.  

What Chad enjoys most about his role is the ability to connect in a meaningful and impactful way with the individuals and families that he serves. He has an ability to simplify the complexities that success can create and convey solutions in a way that is relatable to what his clients are looking to achieve.  Chad gets great fulfillment out of helping his clients get the most out of their wealth and planning for what is important for them.  You will find in working with Chad that while he takes what he does very seriously, he does not take himself too seriously.  

When Chad is not working you will find him with his wife, Amy and three children Caitlin, Rachel and Luke.  Active in the community, Chad is involved in his church where he sits on the finance committee as well as plays drums when needed.  In addition to volunteering in the church, Chad is plugged in to the local arts community with Central Florida Community Arts volunteering in the youth orchestra as a percussion mentor as well as drumming in the group’s big band and for the community choir- the largest community choir in the country!  Chad also is an avid golfer and tries to play as often as his full family calendar will allow.

Chad holds his CFP®, CPWA®, CLU® and CWS® designations.