With over 30 years in financial services, Mark Loomis brings valuable insights to clients in the areas of high net worth financial planning and asset allocation, helping them to achieve their financial objectives.
Mark began his financial services career in 1985 at a small financial firm in Hershey, PA. He moved to the position of Financial Consultant in the Harrisburg, PA office of Charles Schwab in 1990. For 25 years, he worked closely with high net worth clients. He helped clients find the best way to manage their portfolios by guiding them through their options from self-directed to fully-advised services. He retired from Charles Schwab in June, 2015. After one year of retirement, Mark decided to jump back into the industry and join River Wealth Advisors.
Mark earned a Bachelor of Business Administration degree with a minor in Finance from the Pennsylvania State University. In his free time, Mark can be found biking, fishing, reading and enjoying time with his family. Each winter he looks forward to spending time at his second home in Florida.