Mark is a Junior Partner to Gretchen Meyer at Gretchen Meyer Financial. As a lifelong resident of Colonie, Mark knew that he wanted to establish his career in the Capital Region. By teaming with Gretchen Meyer Financial, Mark has the resources and support to help the residents of his community work towards their financial goals.
Mark feels fortunate to do this work because he gets to help people in all stages of their lives. From first time investors to those preparing for retirement and life's changes in-between, Mark will help tailor your investment strategy to be as unique as you are.
Mark earned his Bachelor of Science in Finance from Siena College, and holds his FINRA Series 7 and Series 66 Securities Registrations held through LPL Financial along with his New York State Life, Accident & Health Insurance License.
Mark is responsible for answering your calls and modifying investment accounts for peak performance. He’s also available anytime to take distribution or contribution requests.
Mark enjoys volunteering his time to the community in various charitable events and fund raisers, as well as being an involved alumnus with Siena College. In his free time he enjoys nothing more than playing the game of basketball.
Mark lives in Colonie with his wife, Jen, and dog, Kona.
Mark is a Registered Representative of LPL Financial.