Born and raised with a strong work ethic, Mark initially worked as a carpenter before discovering his passion for financial services. His stepfather, an insurance agent and registered representative since the early ’60s, inspired him to pursue the financial industry. This early exposure instilled in Mark a profound appreciation for the importance of financial planning. Today, Mark’s dedication to his clients’ financial well-being is what sets him apart. He takes a personalized approach, getting to know each client and their unique situation before crafting the financial plan that works best for them.
Mark’s career in financial services began in 1994, and in 2013 he rebranded his firm to become Total Resource Financial, LLC. With a diverse background that currently includes the Series 7, 66 and 24 securities licenses as well as licenses in life, health, annuity and long-term care insurance, Mark is a well-rounded financial advisor ready to help families, couples and individuals seeking guidance in their retirement years.
Mark’s goal is always to simplify complex financial concepts and make them accessible. Mark believes that a comfortable retirement requires meticulous planning, and it’s never too early to start. His approach is holistic, ensuring that every aspect of his clients’ financial lives is considered, from investment strategies to estate planning.
Away from the office, Mark is a family man and a fitness enthusiast. Living in Tampa since 2009, he enjoys spending quality time with his wife, Yoanna, their three children and their dog, Stormy. Mark’s dedication to health extends beyond physical fitness; he and Yoanna are also avid practitioners of jiu-jitsu and Muay Thai. When he’s not training or advising clients, you might find him traveling or exploring the world of fast cars.