Brian Mark, Ph.D. (Retired)

Brian Mark has helped hundreds of families develop comprehensive college and retirement plans. With over 35 years of experience, he prepares clients to fund their child’s optimum education while preserving their retirement savings. 

Remember your favorite teacher who made learning a joy? Brian provides his clients with the same experience. Friendly and warm, he enjoys sharing life experiences with his clients and giving them the knowledge to improve their lives. He takes the time to make sure they understand all aspects of their plan and feel confident about their choices. 

Brian has been in the financial services industry for over three decades. He's a former university professor who takes pride in helping families with their college planning needs. His complete knowledge of funding options allows him to create personalized solutions tailored to meet client’s unique circumstances.