Mark is a Partner and Financial Consultant with the Cornerstone Financial Group. As an Investment Advisor Representative of Commonwealth Financial Network®, he assists his clients in creating and implementing comprehensive financial plans that address the following coordinated areas: investment management, retirement income strategies, wealth transfer strategies, life and long-term care insurance planning, and charitable giving solutions. Many of his clients are physicians, lawyers, and business owners.
Prior to joining the Cornerstone Financial Group, Mark was a Financial Consultant at MCF Advisors for 12 years. Mark has over 30 years of experience in financial advising and also worked as an economist for two years with TVA. Mark graduated from the University of North Carolina – Asheville and earned his Masters of Business Administration from the University of Kentucky in 1980.
He currently resides in Fort Thomas, Kentucky with his wife Kim. Mark is the father of five and proud grandfather of four grandchildren. Mark is actively involved in the community organizations including Crossroads Community Church, Ruffed Grouse Society and the University of Kentucky Fellows.