The American College

Chartered Life Underwriter® (CLU®)

Chartered Advisor in Philanthropy® (CAP®)

Colgate University

BA, English

Professional Licenses

FINRA Series 7 and 66.
Life, Accident and Health Insurance.

Professional Associations & Community Involvement

Member, Estate Planning Council of Rochester, the Society of Financial Services Professionals, Partnership for Philanthropic Planning and the Planned Giving Council of Upstate New York.

Board Member of the Rochester Area Business Ethics Foundation; Charter Member of the George Eastman Circle at the University of Rochester; National Eagle Scout Association; Past President of the Colgate Alumni Club of Rochester and serves on the professional advisory councils of numerous non-profit organizations, colleges and universities.

Securities offered through Securities America Inc., Member FINRA/SIPC.  Mark Kluge, Representative.  Advisory Services offered through Securities America Advisors, Inc., Mark Kluge, Representative. BlueMark Advisors and Securities America Companies are separate companies.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.