Mark E. AmbergCFP®

Mark is experienced in helping individuals and families build comprehensive plans that account for their current lifestyles, future needs, and goals for leaving a lasting legacy. Throughout his career, Mark has dedicated himself as a financial professional and client advocate. He began his career in wealth management with Citi Smith Barney, later Morgan Stanley Smith Barney, then to Merrill Lynch Wealth Management, where he spent more than a decade as a Wealth Management Advisor and Senior Vice President. Before joining the financial services field, Mr. Amberg spent nearly eight years in the U.S. Air Force, remaining an Executive Officer with the District of Columbia Air National Guard for more than 20 years following his time with the Air Force.

Get to know Mark!

One piece of advice I learned from my parents:

“Get up, get out, and get your work done.”

My favorite vacation spot:

“Caribbean in warm weather; British Columbia in cold weather.”

A hobby I wish I had more time for:

“So many!  Karate, wakeboarding, mountain biking, skiing, and playing guitar.”

Three words that describe me:

“Integrity, Service, Excellence (Yes, these are the Air Force Core Values).”