Owner, Direct Client Advisor
With more than 25 years experience addressing personal financial issues for some of the nation's largest private business owners and their families, Mark has a wealth of experience that adds value to the family wealth planning process. His expertise is creating effective plans to transfer business ownership coordinated with family inheritance and charitable giving. He knows the best practices to maximize estate planning opportunities available today.
Mark earned his Master of Science in Financial Services and the designation of Accredited Estate Planner from The American College in Bryn Mawr, Pa., and the designation of Accredited Investment Fiduciary through the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
Mark served as an independent director on the board of Commonwealth Trust Company in Wilmington, Delaware from 2007 to 2017. He also serves on the boards of local charities.
Client Support and Operations
Courtney began her career at Prowell Financial Management, LLC after working for several years in the Health Care Industry.
Courtney manages daily communications with clients, client reporting, and support for wealth management services.
Courtney oversees clients’ life insurance policies and sales. Her previous education and experience is beneficial in assisting clients with the application process and proper policy management.
Courtney earned her Bachelor of Science from West Chester University in West Chester, Pennsylvania. To enhance her abilities to service our clients, she completed Northwestern University’s Certificate Program in Financial Planning, and obtained the Certified Financial Planner ™ designation in 2018. Courtney is currently enrolled in The American College working towards the Chartered Advisor in Philanthropy® designation.