Mark began his career in the New Haven office of Merrill Lynch. After earning the CFP® designation, he left Merrill Lynch to partner with Daryl at Brook Wealth Management. He is responsible for guiding his clients through the Brook Wealth Management Process. This includes the creation and implementation of a financial plan that encompasses the principles of wealth building, risk management, tax planning, estate planning and retirement planning.
He is a CFP® and is Series 7 and 66 registered with LPL Financial. He holds insurance and annuity licenses in several states. He is registered as an Investment Advisor Representative (IAR) with LPL Financial in the state of Connecticut. This allows for more flexibility when dealing with local clients, business owners and nonprofit organizations.
Mark is a graduate of Duke University with a Bachelor of Science in Computer Science and holds a Master of Business Administration from Columbia University. Additionally, Mark holds a Master of Fine Arts from New York University’s Tisch School of the Arts.
Mark resides in Madison with his wife, Tammy, and their two sons, Caleb and Luke.