Mark has over 25 years of experience and expertise in the life and disability market. Primarily working with professionals and business owners, Mark can provide best solutions on both personal and business needs for life and disability protection. Mark holds the industry designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) which gives him a broad range of knowledge and expertise in the applications of insurance and financial planning. Business succession solutions are a major focus for IOA clients. Mark also holds a series 6 securities license to round out his insurance solutions.