Mark is the founder of Innova Financial and uses his over 30 years of experience helping clients customize investment strategies and financial plans, while educating them on financial matters and markets. He enjoys the direct contact he has with his clients every day and getting to know them on both a personal and professional level. He works with them as a team to pursue their financial goals and specializes in investments, retirement planning and wealth preservation.
Mark started his career with a large insurance firm and decided to become an independent advisor in 1997. Today, he utilizes this independence to help his clients objectively review their investment and insurance options. He holds his FINRA Series 6, 7, 63, and 24 securities licenses and is a licensed insurance agent. He is also a Chartered Life Underwriter and a Chartered Financial Consultant. These professional designations show that Mark is dedicated to continuing education and holding himself to a high standard of professional ethics. His goal is to provide high-quality service that exceeds his clients' expectations, while building strong, long-term relationships with them along the way.
Outside of the office, Mark enjoys playing tennis, boating, going to the gym, and spending time with family and friends.