Focus
Mark strives to help each one of his clients plan for a financial future in a way that best meets his or her goals. He seeks to help his clients build diversified portfolios using the latest strategies in modern portfolio theory. With clients’ needs as his compass, he recommends customized financial strategies to help them work toward achieving their life goals.

Background and Experience
With over 30 years of experience in financial services, Mark is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience, throughout major shifts in the markets, enables him to help clients structure balanced portfolios to address their specific financial goals. Mark has also been recognized as a Platinum Council Advisor since 2014, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Mark began his financial services career at Dean Witter which merged with Smith Barney in the early 90’s. Then in 2008 he joined Oppenheimer & Co. Inc. where he spent 6 years as a Managing Director of Investments. In February 2014 he moved his practice to Wells Fargo Advisors in Boston. He takes pride in working for a firm that puts clients first.

Away from the Office
Mark lives in Lincoln, MA with his lovely wife Kimberly and their children: Nicholas, Connor, Colin, Johnnie, and Hannah. He enjoys spending time with his family and is a Boy Scout Troop Leader in his hometown.

Background and Experience
After graduating from the University of Massachusetts at Amherst in 2007 with a
Bachelor of Arts degree, Erin began her financial services career at New York Life
Insurance Company. After earning several financial licenses, in 2008 Erin was recruited
to work for Mark Soukup at Oppenheimer & Co. Inc. In February 2014, Mark and Erin
moved their practice to Wells Fargo Advisors in Boston. They take pride in working for a
firm that puts clients first.

In her role as Client Performance Analyst, Erin is responsible for all aspects of client
operations & administration while providing the front-line of client service support. She
employs a detail-oriented approach to problem solving, which enables her to anticipate
client needs and concerns, and address them proactively. With over 20+ years of
customer service experience and unparalleled organizational skills, Erin is equipped with
a deep understanding of client needs and expectations, which builds trust and adds
value, which is a cornerstone in fostering strong client relationships.

Away from the Office
Erin lives in Medway, MA with her husband James and their two children, Cameron and
Emilia. In her spare time, she enjoys spending time with her family, friends & neighbors,
going to comedy shows, checking out new breweries, and cheering on her favorite
football team.

Focus
Cory Kerznar is a seasoned Client Performance Analyst in the investment services industry, bringing over 10 years of experience in investment planning and client satisfaction. He specializes in working closely with individuals and families to develop tailored strategies that align with their investment goals.

Background
A graduate of the University of Rhode Island, Cory leverages his decade of industry expertise to provide insightful analysis and personalized investment guidance. His client-focused approach helps ensure that each investment plan is designed to meet both short-term needs and long-term aspirations.

Away from the Office
When he’s not assisting clients, Cory enjoys spending time with his wife Maryam and two young children, Aaron and Luna, while staying up to date with industry trends.