Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Owner and Advisor
I specialize in helping individuals develop investment strategies that work for them. I've been in the industry for 40 years, and I'm proud of my commitment to providing personalized, hands-on service. I aim to educate my clients about financial concepts and products and take the mystery out of investing, wealth management, estate conservation, preserving wealth, and insurance.
I graduated from Youngstown State University in 1982 with a Bachelor's degree in Business Administration and a minor in Economics. After graduation, I continued to build my client base and eventually obtained my securities license in 1986, allowing me to offer financial and investment services. Throughout my career, I've received numerous awards and recognitions for my production and client services, and I'm proud of the impact I've had on my clients' financial futures.
I've lived in the Mahoning Valley all my life and currently reside in Poland with my wife, Joyce, to whom I've been married for 38 years. We have three grown children, and I'm a dedicated family man who enjoys spending time with them, traveling, and cheering on The Ohio State Buckeyes and the Cleveland Guardians.
I am an Investment Advisor Representative with American Portfolios Financial Services, Inc. I hold Series 6, 7, 24, and 63 securities registrations, and I'm licensed to provide life insurance. My passion for helping people reach their financial goals is unwavering, and I look forward to serving you and your family.
To meet with Mark, contact us today by phone at (330) 758-8360 or by email at firstname.lastname@example.org
Kathy joined Carlozzi Financial Services in 2011 as an Administrative Assistant due to the growth of the firm's wealth management practice.
She handles business processing and also assists in the daily duties of the office.
Executive Assistant and Controller
I've been working at Carlozzi Financial Services for many years, handling various accounting duties, and as of the end of 2020, I am now the Executive Assistant/Controller for the company. I received my Bachelor's Degree in Accounting from Youngstown State University, and over the years I have honed my skills as a Senior Accountant and Controller in various industries.
At Carlozzi Financial Services, I manage the office, perform all the accounting functions, and am responsible for Client Servicing and Business Processing. I take pleasure in talking with the various generations of clients we have served throughout the years, and I'm dedicated to ensuring that they receive the best possible service.
Although I've been working with the company in a limited capacity for the past 25 years, I came on full-time at the end of 2020, and I'm excited to take on an even greater role in the company's success. I am originally from Girard, OH and currently reside in Poland, OH with my husband Mark. We have three children, and I enjoy reading and traveling in my free time.
I am committed to making a positive impact in the lives of our clients and I look forward to working with you to help you reach your financial goals.