Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFC™ Chartered Mutual Fund Counselor™

Education

  • Tulane University

Awards & recognition

  • Ameriprise Circle of Success, 2003, 2005, 2011, 2019-2023
  • Flagship Wealth Planning, Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Financial Planning Association

Community participation

Mark is a regular guest speaker at various St. John's University School of Law programs.

  • St. John's University School of Law

Interests

I love what I do and am passionate about making a positive difference in the lives of my clients and their families!

I'm married to Carolina who hosts a morning radio show, we have two young boys Noah and Asher and we live on Long Island in Brookville.

I love anything New Orleans, animals, travel and golf. My family, clients and friends are the reason I get up every day.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.