As an Investment Advisor Representative of Saling Simms Associates, Mark is an Accredited Investment Fiduciary (AIF). He completed the Accelerated CFP Certification Education program through The Ohio State University Fisher College of Business. He also, completed the FINRA licensing for Series 7, 63, and 65 as well as licensing for Life Accident and Health Insurance.
Mark's 20+ years if industry experience includes helping his clients pursue their financial goals by focusing on retirement planning and asset protection. He also has consulted advisors throughout the Midwest in the placement of mutual funds, alternative income solutions, exchange traded funds and separate managed accounts. His career includes once being a partner in a start up mutual fund company with a former hedge fund manager.
Before entering the financial services industry Mark attended Thayer Academy in Baintree MA and Hampden-Sydney College in Virginia. and worked in retail management where he met the love of his life, his wife of over 20 years, Nicole. He and Nicole live in Lewis Center with their 3 wonderful children, Mason and the twins Violet and Caleb. Mark, an identical twin himself, loves to watch and support his kids playing football, lacrosse, soccer and basketball. While his loyalty is still to his hometown Boston Professional teams he has also become a loyal follower of the Columbus Crew and The OSU Buckeyes.