Founder, Advisor

Mark grew up in Rochester, NY and studied Finance at Villanova University outside of Philadelphia, PA. After graduating with a B.S. in Finance in 2007 he spent four years in New York working for Goldman Sachs.

With a desire to be closer to family, Mark moved back to Rochester in late 2011 to work with his father as an advisor with Council Rock Wealth Advisory Group, an Ameriprise Financial franchise. He focused on servicing clients as well as building the team’s discretionary portfolio platform. In 2015 he earned his CFA designation, and in the fall of 2016 he launched Layline Advisors. Mark lives in the city of Rochester with his wife, Erin. In their free time, they enjoy spending time with friends and family, gardening, going to concerts, and finding new places to explore.

Office: (585) 210-8222

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Associate Financial Planner

Matt was born and raised in Rochester, NY. In 2017, he graduated from SUNY Geneseo with a B.A. in Economics. He joined Layline Advisors after several years at a large national financial firm, bringing his passion for financial planning and investment management with him.

Working in the broker-dealer world, Matt witnessed how company incentives and commission targets can influence the advice that financial advisors provide to their clients. He quickly became a proponent of aligning client incentives with those of the advisor, leading him to pursue independent, unbiased financial planning and in July 2023, he obtained his CFP® certification. When not working, Matt is most likely enjoying time spent with family or exploring the outdoors with his wife, Erika, and adventurous corgis, Edwin and Genny.

Office: (585) 210-9208

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