Lead Partner, High Net Worth Strategies & Estate Planning
Mark is a co-founder of Summit Group of Virginia and leads our firm’s High Net Worth and Estate Planning initiatives. His attention to detail, and knowledge of both tax and legal nuances, allows Mark to address the intricacies that accompany high net worth clients and those with unique planning needs. His areas of focus include, but are not limited to: wealth management, retirement income design, insurance planning, and business succession planning.
Throughout his 30-plus year career, Mark has emphasized education in the field, earning the Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner (AEP) and Family Business Specialist designations, as well as his Masters of Science in Financial Services (MSFS).
Mark graduated from William and Mary, where he was a four-year varsity basketball player and a two-time captain.
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