Our team members offer a range of knowledge and experience to help guide our clients to their financial goals, but there is one thing we all share—a commitment to always do what’s right for you.
Our team is comprised of experienced financial advisors with nearly five decades of combined experience in the industry. As a team, we have handled portfolios of all sizes and a wide variety of assets. We’ve built countless financial plans and supported our clients through all of life’s major changes.
While we all have our specialties, at Aileron Wealth Management, we believe in a team-centered approach that allows our clients to utilize every team member’s knowledge and expertise. We put our combined skills to work for every client we work with, our goal to provide you with better service, a better experience, and better results.
David is one of the founding members of Aileron Wealth Management. He began his financial career in 1999, after receiving a Bachelor’s degree in Finance from Stetson University, with a concentration in investments. Prior to...
Mark began his career in the financial industry in 1994 as a financial advisor with First Investors Corp. Over his 27 years in the industry, Mark has continually worked to expand his knowledge to better serve his clients and has helped...