Mark is profoundly aware that time stops for no one. When his late wife, Joanne, unexpectedly passed away at a young age, he was overwhelmed by the awareness that life can shortchange us. That life-altering event shaped his belief that money is nothing more than a tool that can provide the freedom to say yes to more in life. It also inspired him to write the Amazon best seller, Death’s Red Tape, which helps bereaved survivors forge a clear path to financial independence and a brighter tomorrow.
Today, he has a passion for helping people prepare and process estate plans, and a heartfelt approach his clients appreciate. His daughter says he’s too YOLO (You Only Live Once) for his age. He says, “Carpe Diem! We get one shot at this experience on Earth. No one should live it with FORO (Fear Of Running Out of resources.) Plan to embrace the adventure ahead.” Mark is also a regular contributor to thestreet.com.
Over the past twenty years, TJ has cultivated a vast understanding in his field of practice. In every interaction, you’ll notice his profound passion for financial planning, which is only outshined by his sincere commitment to prioritizing his clients’ needs.