Mark R. Fitzgerald CFP®
Chief Executive Officer
Investment Advisor Representative
Mark has been advising and servicing clients since he entered the financial planning profession in 1997. He strives to provide clients with a comfortable and comprehensive experience that is built on a relationship in which the advisor and client are a cohesive team. Clients appreciate Mark's responsiveness, openness, and attention to detail. Mark is a firm partner and serves as CEO in overseeing and managing the firm.
He obtained his Bachelor’s degree from Oakland University and is a Certified Financial Planner™. Mark is married and has two children.