Our Team

For more than 20 years, Jon has helped clients build, manage, preserve, and transition their wealth. Jon brings a broad array of business and financial experience to our group, specializing in serving business owners. Having counseled clients through a variety of volatile investing climates, he takes the time to fully understand each client's goals, dreams, and expectations while designing an investment plan to manage risk while pursuing growth and income. Jon is a Platinum Council Advisor*, a distinction he has earned from 2010 to 2021. Jon and his team were named a 2023 Forbes SHOOK® Best-in-State Wealth Management Team**.

Jon joined Wells Fargo Advisors through its predecessor firms, Prudential Securities and Wachovia Securities. In addition to applicable securities registrations and insurance licenses, Jon earned a bachelor's degree from Skidmore College with a concentration in government and business. He studied economics at Georgetown University and completed financial planning coursework at Virginia Commonwealth University and Kaplan University.
  
Engaged in the community, Jon is founder of Bethesda Business Connections, a Select Business Team affiliate and president of the Skidmore College Alumni Association, D.C. chapter. He is active in the Jewish Federation of Greater Washington and the American Technion Society.
 
Jon lives in Clifton, Virginia and has three daughters, Peyton, Cassidy, and Taylor, a son, Brody, and two rescue dogs, Libby and Lola.

CA Insurance License Number: 0M79239. Resident State VA.

*The Platinum Council (previously known as Premium Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of education components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

**2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Mark joined the Lindenberg Wealth Management Group of Wells Fargo Advisors in 2017 after spending most of his career as a Financial Advisor at both CIC Wealth in Rockville, MD and ING Financial Partners in Tysons, VA.  Mark's passion for helping people reach their financial goals is what drives him to take the time to understand each client's unique situation. He specializes in helping individuals and families navigate through complex life events and transitional periods where proactive planning can make all the difference.

Mark and his team were named a 2023 Forbes SHOOK® Best-in-State Wealth Management Team*. In 2024, he was named to AdvisorHub’s Top 100 NextGen Advisor’s To Watch list, a national list comprised of financial advisors under the age of 45.

In addition to holding securities registrations and insurance licenses, Mark is a CERTIFIED FINANCIAL PLANNER™ professional, which he obtained after completing the financial planning program through Kaplan University. Mark also holds a CDFA®,*** Certified Divorce Financial Analyst designation, further qualifying him to help with the complexities of divorce.

Prior to this, Mark earned a bachelor's degree in Economics from The University of Maryland where he also played Division I lacrosse. 

Engaged in both the industry and community, he is a board member for the Society of Financial Services Professionals and an active member of the Leadership Breakfast Group of Maryland. Mark helped establish the Advisors Alliance Roundtable, a philanthropic focused group sponsored by the United Jewish Endowment Fund and the Jewish Federation of Greater Washington.

Outside of the office, he is a defender for the Israeli National Lacrosse Team, competing worldwide and takes part in the initiative to grow the sport in Israel. Off the field, you'll find Mark on the sidelines - coaching a 7th grade travel lacrosse team, based in Bethesda, MD.

CA Insurance License Number: 0M76188. Resident State Maryland.

*2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2023 AdvisorHub Top 100 Next Gen Advisors: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next Gen ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

***The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in the field.