Bringing 20 years of wealth management experience to DFM, Mark works with new and existing clients in the areas of financial planning, investment research, and relationship management. Mark collaborates with both the clients and their professional advisors to fully identify client objectives, and implements the agreed-upon strategy to advance clients towards their goals.

Mark began his career with Fidelity Investments, where he spent 14 years helping families and individuals with their wealth management and financial planning needs.  Following his work within Fidelity’s Private Client Group, Mark spent three years with a registered investment advisory firm on the South Shore, where he delivered customized wealth and financial planning solutions for clients. Mark is a member of the Norwell Chamber of Commerce and the Boston Estate Planning Council.

Mark grew up in Dedham, Massachusetts and received his B.A. in General Management from Boston College. He currently resides in Hingham with his wife, Jessica, and their daughter. They enjoy taking an active role in their community, including volunteer work with local charities and involvement in the Hingham Public School System. In his free time, Mark enjoys playing golf, fishing, and cooking.