Mark has nearly 30 years of experience assisting plan sponsors with their retirement plans and supporting plan participants in achieving a secure retirement. His work with individuals is based on ensuring that they save at a healthy level, understand their risk tolerance and time horizon, and select an asset allocation strategy that is appropriate for them. He also provides individuals with in-depth education and support around general financial, retirement and investment challenges including trusts, life insurance, long-term care planning, tax planning and doner-advised funds.
While the group has worked together for over 15 years, Mark, with his partners formally founded BMR Retirement Group in 2018, joining forces with Concurrent Investment Advisors at that time. As a managing partner, he is responsible for managing the firm while supporting plan participants of the firm’s retirement plan clients and individuals with their retirement and investment planning.
Mark has a bachelor’s degree in Finance from Western Michigan University. He holds the Series 7, 63 and 66 securities licenses as well as life, health, long-term care, and annuity contract insurance licenses. He is licensed in 27 states.
Mark enjoys travelling with his wife to explore new places, spending time with family and friends. He enjoys creative cuisine and can often be found trying out new recipes for his outdoor cooking kitchen. He lives an active lifestyle which includes pickleball, running, skiing, and working out.