Broker Check

Our Team


Lois Levey and Beth Wolf are Mark's Service Assistants. Lois and Beth have been part of the team for over ten years.Together, they handle the administrative duties of the firm allowing Mark to focus on achieving the goals of our clients.

Lois and Beth's dedication and hard work allow Mark the freedom to spend more time with his clients and also conduct research and development exploring new investment products and programs. If Mark is unavailable feel free to schedule a phone or in-office appointment with him.