Experience

Success should create freedom - not complexity or uncertainty.

I learned that at 18, when my father passed away unexpectedly. My family was left to navigate not only loss, but a financial life without structure or a clear plan. That experience continues to shape how I advise clients today.

I work with a select group of business owners, professional athletes, and families who have created significant wealth - and want to be deliberate about what comes next.

My role is not just investment management.

I bring clarity to complexity, help clients make confident decisions, and navigate pivotal moments with intention.

My approach centers on three disciplines: Organize. Allocate. Transition.

• Organize complex financial lives into a coordinated, efficient structure
• Allocate capital with discipline - balancing growth, preservation, and flexibility
• Transition wealth through liquidity events, career changes, and across generations 

I advise:

Business Owners
On preparing for and navigating exits, help maximize enterprise value, and convert it into enduring personal and family wealth.

Professional Athletes & Their Families
I provide advice on managing concentrated earnings, preserving wealth, and building financial independence beyond their playing years.

I’m intentional about who I work with. My clients value discretion, trust, and having a steady hand through both opportunity and change.

The objective is simple:
to turn success into lasting freedom - for the people and families it’s meant to serve.

Based in Annapolis, Maryland, I spend my time outside of work with my wife and three children, usually on the water or staying active.

Mark has over 25 years of experience providing holistic, wealth management services to high net worth individuals and their families.  He started his career as a founding member of Provident Investments in 1995.  In 2010, he brought his clients to UBS, after 10 years of cultivating relationships at Bank of America and Wachovia Securities. 

Mark currently lives in Severna Park with his wife Laurie, where they raised their two sons.

About:

Kevin brings clients more than 20 years of deep and varied financial planning & investment experience. Kevin focuses on the unique wealth management needs of clients developing sophisticated and meaningful analysis. In working with clients, Kevin seeks to understand what matters most regarding goals, life priorities, need for liquidity, gifting, and estate planning.  From that understanding Kevin seeks a tailored approach to achieving those goals and objectives for each client. 

Kevin holds a CFP® designation and prior to entering the wealth management industry,  Kevin received a B.A. from the University of Marland College Park where he studied History with a concentration in Economics. Kevin also received a Certificate in Financial Planning from Georgetown University SCS.   

Kevin resides in Columbia, Maryland with his wife Tracey and their labrador retriever, Paxton.  Kevin is active in his community where he volunteers as a board member.  Kevin enjoys visiting museums and gets in the occasional round of golf. 

CA Insurance License 4203090

Education:

University of Maryland, College Park

History with a concentration in Economics (Economic History)

Georgetown University SCS,  Certificate in Financial Planning

Credentials:

CFP®

Portfolio Manager

Melissa joined UBS in 2022 after previous experience at independent RIA firms. She holds the Series 7 and Series 66 securities licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation.  She has a keen interest in financial planning and behavioral finance. Melissa is originally from Vancouver, Canada and now lives in Annapolis with her husband and children.

Carey joined UBS in 2014 and then later decided to leave the business and become a stay-at-home parent for her 2 small children. Fast forward 8.5 years and she’s happily back to work at UBS sitting in the Annapolis office working with The Chesapeake Group.  Prior to that, Carey worked for Morgan Stanley in DC right after college as a Client Service Associate. After obtaining her Series 7, 66, 9, 10 and 31 licenses she moved to the Annapolis Morgan Stanley office, as the CSA to the Producing Branch Manager for seven years.