About Me
Mark began his investment career with Merrill Lynch in 1999 and joined Janney Montgomery Scott’s Ligonier, Pennsylvania, office in 2002. He moved to Stifel in early 2025. Mark also has significant experience in various finance, accounting, and management positions. He strives to apply strategies that align with his clients’ financial and investment goals.
Mark is a graduate of the Eberly College of Business at the Indiana University of Pennsylvania, where he earned an MBA. Prior to that, Mark completed his undergraduate degree at St. Francis University with a B.S. in Accounting.
Mark earned the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Wealth Management Advisor™ designation from the College for Financial Planning. Mark draws on the knowledge from his extensive experience and financial education to help clients navigate the complexities of the markets and wealth planning process, listening to their goals and tailoring a plan suited to their financial future and lifestyle.
Mark and his wife, Mary, live in Johnstown, Pennsylvania. They are the proud parents of three adult children. Mark is deeply involved in many community services and activities. Mark is a member of the Independent Order of Odd Fellows Alma Lodge 523, a member of the Knights of Columbus Council 467, a member of the Conemaugh Valley Lions Club, a member of the Cambria Regional chamber of commerce, a member of the Plum chamber of commerce, and a member of the Pittsburgh Stock & Bond Association. Mark is also a regular platelet donor at the American Red Cross.
About Me
Vince started his financial career preparing financial models and interacting with clients in stints with Reed Smith LLP and Federated Investors, Inc. In 2021, he joined Janney Montgomery Scott’s Ligonier, Pennsylvania, office as a Financial Advisor. Vince joined Stifel in the same role in 2025.
Vince focuses on each client’s unique circumstances and goals. His primary areas of focus include investment planning, education planning, retirement income planning, and tax-efficient investment strategies. Vince strives to be aware and responsive to changes in market conditions and his clients’ lives. Each client Vince works with can expect honesty and informed financial guidance.
Vince earned a B.S in Finance at Pennsylvania State University. While at Pennsylvania State, Vince was a member of the Pennsylvania State Investment Society. He currently holds Series 7 and 66 securities licenses and life, health, and variable insurance licenses (including annuities). In addition, Vince has obtained the CERTIFIED FINANCIAL PLANNER® certification. He is also a member of the Greater Pittsburgh Chapter of the Penn State alumni association, Cambria Regional chamber of commerce, Plum chamber of commerce, and the advisory board of Easterseals-Cambria County.
Vince and his significant other, Allison, were both born and raised in the Johnstown, Pennsylvania, area and currently reside in the Plum Borough neighborhood of Pittsburgh with their dog, Tilly.