Mark brings over 20 years of entrepreneurial experience to the TADA team. He spent 15 years running his own manufacturing company and has served as an advisor on 12 entrepreneurial startup ventures and 5 business sales. This experience gives him keen insights into the equity markets, a deep understanding of the mechanics of alternative investment programs and complex interdependent financial models. Mark is a strategic thinker and master communicator. He holds a degree in Interdepartmental Communications from Elmhurst College (IL), and is a licensed Managing Real Estate Broker and Business Broker. Overseeing the day to day management of the Wisconsin office, Mark helps clients construct and understand their customized investment and wealth preservation strategies. He heads up our Exit & Succession Planning effort for business owners, our Social Security Strategies effort for individuals approaching retirement and our College Planning Strategies effort for families with college-bound children. Mark is a huge baseball fan, a cigar aficionado, loves classic cars and reads spy novels when not analyzing the stock market.
Mark holds his Series 7,63 and 65 securities licenses as well as his Illinois Life and Health insurance license and an Illinois Real Estate Broker’s license.