Mark is part of the leadership group and is a CERTIFIED FINANCIAL PLANNER™ professional within Carver Financial Services Inc. Since joining the team in 1999 as a financial advisor, Mark has worked with individuals and their families on all aspects of their financial planning needs. He prides himself in developing highly personalized, yet simple solutions to complex financial situations. Mark graduated from Allegheny College where he majored in psychology and minored in English. After college, he worked as a financial advisor for Wheat First Butcher in Fairlawn, Ohio, and Morgan Stanley Dean Witter in Westlake, Ohio. Mark maintains his Series 7, 63 and 65 licenses, as well as a life, health and annuity insurance license. In the summer, you’ll find Mark boating on Lake Erie with his wife Joelle, their two dogs, Morgan and Larry and their cat, Tito.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.