Mark emphasizes taking the time to know each client and their unique needs, and his knowledge and experiences have provided him with the ability to provide comprehensive solutions and planning opportunities available to each client. Mark encourages a team approach by collaborating with a client's other professionals such as accountants, financial advisors and insurance agents to design and implement solutions and plans that will best meet the client's needs and objectives.

Mark has presented various educational seminars to insurance professionals, financial advisors, and accountants on advanced estate and business planning concepts, irrevocable life insurance trusts, asset protection planning and offshore trusts, business succession planning, and buy/sell agreements.