A graduate of West Chester University, Mark has been in the financial services profession for over a decade. Mark began his career at Market Street Wealth Management in 2004, and attained partner status in 2009. His diverse background makes him a valuable asset at MSWM. Prior to joining MSWM, he worked for Vanguard and ING Annuity & Life Insurance Company. In addition, he spent time in the banking industry. Mark draws from these experiences when working with clients, helping them achieve the proper balance between the investments and insurance. His specific areas of focus include income planning, investment management, taxes, and insurance and financial estate planning. His financial workshops have been widely attended throughout the tri-state area, and typically focus on topics such as retirement and income planning, as well as investments and tax management.
Mark currently resides in Garnet Valley with his wife Deanna and their three sons Maxwell, Gavin, and Nathan. He enjoys coaching youth sports, as well as participating in numerous recreational activities including golf and skiing. Mark and his family enjoy spending time at the New Jersey Beaches, as well as the occasional trip to Disney World. He is also an active volunteer for the Media Children’s House.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: AZ;CA;CO;CT;DE;FL;MD;NC;NJ;PA;SC;TX;VA, Andy Thrift: DE;FL;PA;NC;NH;NJ, Matt Eichert: AZ;CA;CO;DE;FL;GA;MD;MI;NJ;NY;PA, Matt Dodge: NC;PA;VA, Jeff Leppert: AZ;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, Mark Meloro: DE;FL;IN;NC;NJ;PA, Troy Vogt: DE;FL;MD;NC;NJ;PA, Aaron Stern: AZ;CA;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, and Richard Elias: PA. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.