Locations: Saint Albans, Crabtree
Background: Mark has over a decade of experience helping credit union members navigate important financial decisions with clarity and confidence. As a Financial Advisor with Coastal Credit Union, clearing through LPL Financial, he specializes in wealth management and comprehensive financial planning, with a focus on retirement and estate planning.
Throughout his career, Mark has had the privilege of guiding numerous individuals and families toward their financial goals—whether planning for retirement, funding education, or building long-term financial security. Clients consistently value his professionalism, trustworthiness, and ability to translate complex financial concepts into clear, understandable guidance. Education and informed decision-making are central to his approach.
Mark takes his role seriously and is deeply committed to giving each client the time, respect, and attention their financial future deserves. He believes strong financial relationships are built on listening first, understanding personal goals, and treating every client with the care and consideration he would give his own family. His personal goal is to serve as a trusted, lifelong resource for advice, guidance, and financial education.
Born and raised in Michigan, Mark now resides in the Raleigh, North Carolina area with his wife of 29 years, their three children, and family dogs Maizey and Piper. Outside of work, he enjoys spending time with family, grilling, watching college basketball, and following his hometown Detroit Tigers and Michigan Wolverines.