Financial Planner, ACT Advisors
Mark joined ACT Advisors as a Financial Planner after transitioning from a 38-year career in military and federal service to pursue his longstanding passion for financial planning. He believes that a holistic approach to personal finances is a key tool to help people live the lives they envision, and he finds great fulfillment in helping clients align their resources, values, and goals to create meaningful and lasting financial confidence.
Financial Planner
Mark joined ACT Advisors in 2026 after nearly four decades of leadership, planning, and service with the U.S. Air Force, Department of the Army, and Federal Government. He led complex planning, budgeting, risk management, and strategic decisions for major organizations, initiatives, and budgets ranging from millions to hundreds of millions of dollars.
Originally from Pennsylvania, Mark holds an M.S. in Meteorology from Florida State University and a B.A. in Meteorology from The Pennsylvania State University.
After a career in meteorology, leadership, and public service, his longstanding interest in personal finance—and its impact on individuals, families, and businesses—led him to financial planning. He earned the FPQP® designation, completed the CFP Board education requirements, and passed the CFP® exam in 2026 as he pursues full CFP® certification.
Mark lives in Beaufort, South Carolina. Outside of work, he enjoys spending time with his wife and visiting his adult children, serving on his church’s finance committee, traveling, putting together puzzles, and learning U.S. history.
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ACT Advisors® — Asheville, NC headquarters • Serving clients nationwide • Office: (828) 398-2802 • Contact us