Mark A Szarek

Enjoying life with the people that matter the most. I cherish this thought not only for myself and my family but also for the individuals and families that I serve in my advisory practice.

It is essential to build a long-term relationship with the families of my advisory practice in order for them to successfully achieve their goals and to fully enjoy life. I use an established collaborative process that allows me to understand who and what are important to my clients. A key step in this process is the creation of personalized financial strategies for my clients. With support from...