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Mark is the CEO of Covenant Wealth Advisors and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has over 20 years of experience in the areas of financial planning and investment management for individuals and families nearing retirement.
In a prior role, Mark served as the Regional Director for Loring Ward, an investment management firm located in San Jose, CA that had over $17 billion in assets. There, Mark served on the leadership team and provided investment strategy and consulting to some of the most experienced financial advisors in the country.
Additionally, Mark has been featured in the New York Times, Barron's, Forbes, Kiplinger Magazine and more. He is an accomplished public speaker on investment management and strategy, having spoken across the country at events for the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, among others.
Mark is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Mark graduated from Virginia Tech in 2001 with a BS in Finance and holds a Series 66 license.
Awards, Education and Memberships
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Voted #1 fasted growing company in 2020 by Richmond BizSense
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Virginia Tech in 2001 with a BS in Finance
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Series 66 license
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National Association of Personal Financial Advisors (NAPFA) - Member
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Virginia Council of CEOs - Member
Personal and Family
Mark was born and raised in Richmond, VA where he currently resides with his three children and wife, Katherine.
His hobbies include fishing and boating in the Northern Neck of Virginia, exercising, and he is an avid reader. Mark has recently taken up playing guitar and hopes to actually be able to play songs by the camp fire sometime soon. Most of all, Mark enjoys spending time with his three children, coaching their sports, and guiding them through life.
