Mark partners with MetCap to help individuals and families, many of which include public sector workers, build clear, actionable paths toward their long-term financial goals. Driven by a deep passion for financial planning, Mark combines his specialized background in public safety and State retirement systems with MetCap’s decades of collective wealth management experience to deliver high-touch, objective advice.
With a background spanning more than 20 years in public safety, Mark has built a unique niche assisting families with multi-layered retirement structures. He takes pride in helping couples align public pension benefits (like MainePERS) with private-sector 401(k)s, corporate benefit packages, and individual investments into a single, unified strategy.
Beyond direct client advising, Mark brings a strong background in providing financial education to public sector employees. He has served on Maine’s Deferred Compensation Advisory Council and has been actively involved in MainePERS legislative initiatives to help advocate for public retirement benefits.
Mark is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and Chartered Retirement Planning Counselor® (CRPC®).
