The Client Experience Families and Individuals Deserve
           

Mark has assisted clients in identifying and prioritizing their investment, retirement, and estate planning strategy goals designed to align their individualized goals & objectives with all aspects of their financial lives for more than 35 years.

Prior to Wells Fargo Advisors Financial Network, Mark spent nine years at Stifel and earlier was at Raymond James, where he served as Branch Manager, Managing Director, and Financial Advisor. Earlier in his career, he served as a Senior Vice president of Investments at several prominent firms, including Kidder Peabody and Paine Webber. Mark attended The University of Georgia as well as Georgia State University.

Active in the community, Mark has served on numerous non-profit Boards such as The Davis Academy, The Cohen Group Home, and JF&CS. He has previously served two terms as President of Congregation Dor Tamid and The Cohen Group Home and currently serves on the board of directors of JELF (Jewish Educational Loan Fund) and the Jewish National Fund (JNF).

Mark resides in Johns Creek, Georgia and is actively involved with his four children and is a very proud grandfather. He enjoys travel, the Arts, and attending sporting events - especially the Georgia Bulldog football.

+ A PERSONAL NOTE FROM MARK ABOUT HIS PASSIONS AND PETS

Scott has specialized in the design, implementation, and guidance of client portfolios since 1991, bringing more than three decades of experience to the families he serves. He loves the intricacies of wealth management and leads the practice's goal planning and analysis resources, helping clients align their financial decisions with their vision for retirement and other deeply personal goals.

Known for putting clients’ interests first, Scott approaches every project with efficiency and care—never sacrificing quality. He is highly attentive to detail, follows through on commitments, and brings an easygoing nature that helps ensure conversations leave clients feeling supported and at ease.

In March 2026, Scott, Mark, and Yolanda formed their independent practice through Wells Fargo Advisors Financial Network. Earlier in his career, Scott served as a financial advisor at Stifel, Raymond James, Wachovia Securities, PaineWebber, and Olde Discount Corp.

Scott was born in Toledo, Ohio, and moved to Georgia at age two. He now lives in Alpharetta with his wife, Wendy; daughter, Lydia; mother‑in‑law, Dorene; and their energetic cat, Buttercup. In his free time, he enjoys tennis (ALTA, T2, and Ultimate Tennis leagues), golf, and ping pong.

+ A PERSONAL NOTE FROM SCOTT ABOUT HIS PETS

Yolanda applies her 28-plus years of experience in the financial services industry to assist our clients with their various needs.  With attention to detail and reliable follow-through, she helps us maintain a top-tier level of personal service.

Earlier in her career, Yolanda worked as a sales assistant for several prominent financial firms, including Dean Witter/Morgan Stanley, PaineWebber, J.C. Bradford, Wachovia Securities, Raymond James (Morgan Keegan) and Stifel. 

Yolanda earned a Bachelor of Business Administration with a Concentration in Finance from Georgia State University.  She was born and raised in Atlanta and currently resides in Rex, Georgia, with her cats, Brooke and Jake.  In her free time, she enjoys gardening (indoor and outdoor planting) and traveling.

+ A PERSONAL NOTE FROM YOLANDA ABOUT HER PASSIONS AND PETS