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Mark Schlossenberg, CFS® CAS®

Mark Schlossenberg, CFS® CAS®

Managing Director

Mark has dedicated the past decade to guiding adults in building a secure future for themselves and their families as they’re approaching or getting ready for retirement. He works extensively with his clients to ensure they’re prepared for this transition. With the world and financial markets currently changing, Mark’s goal is to help his clients create a stream of income that can keep them comfortable after their working years, without the constant worry of the changing markets. Mark is securities licensed as an investment advisor representative. He is also licensed in Life & Health in Maryland, D.C., and Virginia, and has attained both a Certified Funds Specialist Designation (CFS®) and a Certified Annuity Specialist Designation (CAS®).

Mark began his career far from the world of finance. After being a scholarship athlete on UMBC's Division I Tennis team, he found himself invested in tennis and journalism in his early adulthood. In 2003, Mark founded the innovative publication, The Mid-Atlantic Sports Digest. The year following, he was presented with the USTA Mid-Atlantic Section “Outstanding Media Coverage of the Year Award” for his journalism work.

In 2006, Mark was presented with the opportunity to become VP of International Strategies for the Premier Basketball League (PBL). This opportunity led him to travel to Thailand, as he recruited and negotiated the contract for first Thai basketball star, Ratdech (J.O.) Kruatiwa, to play professionally in the United States.

However, in 2012, a beloved, older family member fell ill, and their retirement savings were quickly drained. Mark witnessed the lack of financial security ravaging his and his friends’ loved ones’ lives, and he became passionate about preventing this for others.

From then on, Mark has worked diligently to help his clients be equipped with the resources necessary for the safest, and smoothest transition into their retirement.