Mark brings a rare blend of leadership and a deep-seated passion for service to his role at Escape Velocity Financial Planning. Over a 30-year Army career, including four consecutive command selections and multiple combat deployments, he served as a dedicated mentor, leading families through the complexities of retirement and wealth protection.
His experience in dynamic combat environments fundamentally shaped his advisory process: he understands that while a plan is essential, reality rarely unfolds as expected. This mindset drives him to develop adaptable strategies that withstand market volatility and unforeseen changes. Utilizing his Series 6, 63, and 65 licenses, Mark integrates tactical investment management with proactive risk mitigation into comprehensive financial plans that prioritize resilience. He helps clients reach "financial escape velocity"—the point where your money is truly working for you.
As an independent advisor, Mark offers a level of flexibility and objectivity that is rare today. He isn’t tied to proprietary products or corporate quotas; instead, he provides a personalized experience, with recommendations based solely on what is best for the client. This independence lets him tailor investment strategies to your goals, so your plan can evolve with you.
As a fourth-generation Army Soldier, a husband for 20+ years, and a father of three teenagers, Mark is deeply passionate about family success. Raising teens has reinforced his commitment to instilling a principled yet agile approach to the future; he understands the importance of mentoring the next generation to value team, family, and stability.
For Mark, financial advising is personal. He brings the same energy to his clients as he does to his own family, offering a leadership-driven partnership that turns financial clarity into the confidence and freedom to live a life of purpose. He provides a clear path forward, helping you navigate decisions with precision, foresight, and a focus on your generational legacy.