The high degree of his clients’ satisfaction is evidenced by the fact that many of Mark’s clients refer their friends and relatives to also take advantage of his services. Mark is committed to educating people about their retirement options and providing straightforward advice about critical financial concerns.
Mark spent his childhood growing up in Lancaster, OH. He attended Franklin University in Columbus, OH studying Business Management. Mark spent 16 years with the Kroger Company serving as a Store Manager in several Central Ohio locations. He entered the Financial Industry as a planner in 1992 with Lincoln Financial Advisors in their Columbus Marketing Office. Mark has developed his practice toward age fifty plus clients with focus on their pre-retirement and post retirement needs. Through his educational reviews and referrals from satisfied clients, Mark has developed a client base with many of Ohio’s top companies.
In 2003 Mark and Bob Hanna formed Retirement Wealth Strategies, LLC and moved their location to the Easton area to better serve their clients. Mark is a Financial Professional with Cambridge Investment Research, Inc.
Mark and Carla, his wife of 40 years, live in Pickerington, OH. They have two adult daughters Mara and Caitlin. Mark and Carla have enjoyed living and raising their family in the Pickerington community for 31 years. Mark spends his free time coaching junior high basketball, fishing and riding motorcycles. Mark and Carla are active members of Grace Fellowship Church in Pickerington, OH.