Mark has a profound passion for assisting his clients, people who have placed their trust in his experience, guidance and capabilities. He serves as a true fiduciary to his clients, honoring his responsibility to always act in their best interest, and maintaining his high standards for client education and communication. He takes pride in being able to take even the most complex financial concept and explain it in a way that makes it easily understandable. He has more than 34 years of experience in the financial services industry and has built long-lasting relationships based on trust and transparency.
He is a CERTIFIED FINANCIAL PLANNER™ professional who customizes financial strategies for his clients based on realistic expectations tailored to their goals and agreed-upon risk and target returns. By being certified by the CFP Board since 1990, Mark has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. Mark has also obtained the Certified Fund Specialist in 1999, Registered Financial Consultant in 2000, Registered Health Underwriter in 1987 and insurance licensed in the State of Indiana. Mark is a Registered Principal with Raymond James Financial Services, Inc.
Before joining Raymond James in 2003, he was owner of the Cade Group, which operates as Vero Wealth, an Independent Registered Investment Advisor. Previously, the Cade Group operated under the brand name of The Financial Junction. Mark has also been a licensed real estate broker in Indiana since 1985. He earned a bachelor’s degree in communications from Ball State University.
Active in the community, Mark has been on the board of the Riverview Hospital Foundation, serving as Finance Chairman and President. He has been a board member, past president and past chairman of the Financial Planning Association of Greater Indiana and a past board member of the Lake Forest Homeowners Association. A native of Chesterfield, Indiana, Mark lives in Carmel, Indiana. In his free time, he enjoys traveling and reading.