Mark has over 20 years of experience in the financial industry. He holds applicable securities registrations, including his Series 7, 63, and 65 as well as his annuities, life and health insurance licenses. His primary responsibilities include reviewing investment portfolios and performance reports. He utilizes an investment strategy plan designed to identify each client's goals and evaluate strategic asset allocation and resources, which helps clients achieve life goals and set new goals.
In addition, he oversees our fixed-income recommendations and communicates investment recommendations. Prior to joining the Griffin & Hines Investment Group, he was an insurance representative with a Fortune 500 company. In 1999, he earned his bachelor's degree in business administration from Christopher Newport University. In the community, he has participated on the United Way Fund Distribution Panel and attends the Economics Club of Hampton Roads. A native of Hampton Roads, he currently lives in downtown Norfolk.