Mark graduated from Indiana University in 1999 with Bachelor’s degrees in Accounting and Finance from the Kelley School of Business in Bloomington. After graduation, Mark joined a national accounting firm where he focused on business valuation and litigation support with an emphasis on divorce and estate planning engagements. In addition to receiving his Certified Public Accountant (CPA) license in 2003, Mark has also held the Accredited in Business Valuation (ABV) and Accredited Senior Appraiser (ASA) designations, demonstrating knowledge and expertise in the valuation of various assets (each of which licenses are inactive at this time). From there, Mark went on to serve in multiple corporate financial planning roles for two of the fastest growing companies in central Indiana.
Today Mark is happy to put his extensive expertise and experience to work for his clients at Holistic. While bringing all the rigor and attention to detail that propelled his career in the corporate sector, Mark values the opportunity to build meaningful relationships with the individuals he now serves. Mark knows the vital role he plays in building a secure, healthy, and vibrant future for his clients. As a Certified Divorce Financial Analyst® (CDFA®), he finds enormous satisfaction in putting his high-powered financial planning skills to work in a way that helps them achieve their most important personal goals.
Mark, originally from South Bend, now resides in Carmel with his wife Carrie and two boys, Jack and Ben. In his free time, Mark enjoys spending time with his family and friends, coaching his son’s various sports teams, listening to live music and watching Notre Dame Football and IU Basketball.