Prior to the founding of Brandywine Oak Private Wealth, Mark was an Assistant Vice President on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which he had joined in 2007. He meets with new and existing clients to help them focus on a goals-based strategy that best suits their retirement cash flow needs and long-term objectives. Mark is the primary point of contact regarding annuities and asset protection instruments such as life and long-term care insurance. Mark holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
He lives in Wilmington, Delaware, with his wife, Steph, and their sons, Luke and Kyle.