Bio
Mark has more than 35 years of professional experience in finance and accounting. Prior to purchasing Reason Financial Advisors in 2019, he joined the firm in 2007 as a principal, between 1999 and 2007, he was a financial planning manager and vice president with the registered investment advisory firm affiliate and trust department of a major Chicago bank. From 1997 to 1999, he was an owner and vice president of another fee-only financial planning firm in Northbrook, Illinois. His professional career includes positions as the executive director of a municipal deferred compensation retirement plan covering more than 9,000 participants, as well as treasurer and controller of national and international privately held professional service firms based in Chicago.
