Mark is a founding partner of NorthLanding Financial Partners, LLC and currently serves as its Managing Partner/CFO. Mark’s practice centers around providing financial planning and investment management solutions to individuals, in addition to providing strategic solutions to business clientele regarding their qualified retirement plans and business succession planning.
Mark has held the CERTIFIED FINANCIAL PLANNERTM Practitioner designation since 2008. Mark also recently obtained the CHARTERED RETIREMENT PLAN SPECIALIST certification in 2017. Prior to forming NorthLanding Financial Partners LLC, Mark successfully ran North Landing Financial from 2005-2013, was a registered representative of New England Financial in Pittsford, New York, from 2002-2005, and a registered representative of Kinetics Asset Management in White Plains, New York, from 2001-2002.
Mark graduated with a B.S. in Applied Economics from Cornell University in 2001, and earned his M.B.A. in 2006 from St. John Fisher College, where he currently teaches as an adjunct professor in their business school.
Mark was named Entrepreneur of the Year by Wall Street Financial Group in 2009, earned the Society of Financial Services Professionals 40 Under 40 Leadership Award in 2012 and made the Million Dollar Round Table from 2008-2010. He is a member of the Society of Financial Services Professionals, the Financial Planning Association of Upstate New York, the Cornell Club of Rochester and volunteers with Junior Achievement of Rochester.
Mark resides in Penfield with his wife Jessica, daughter Cara and son Ryan and enjoys reading, running, and playing golf.
An Associate Financial Advisor at NorthLanding Financial Partners, LLC since 2017, Zach’s practice focuses on fee-based financial planning and investment management for individuals and families using NorthLanding’s Financial Clarity Advantage process. Over the last seven years, he has acquired substantial experience in many aspects of investment management and financial planning. First, at his alma mater, Alfred University, Zach was selected to serve on the Student Managed Investment Fund which manages a portion of the University’s endowment fund. His planning and investment practice began shortly after graduation with a private investment advisory firm in Rochester, where he served in an advisor and portfolio manager capacity, assisting in the management of the firm’s proprietary investment strategies.
Zach is involved with the Board of Directors for ROCovery Fitness, a charity who helps people battle addiction and achieve a better life through fitness. Born and raised in the Rochester community, he grew up in the town of Greece and resides in West Irondequoit with his wife Mariah.
Danielle joined NorthLanding Financial Partners, LLC in 2016 with three years administrative experience. She supports both Mark Jones and Zachary Harrington in day-to-day operations and client service needs ranging from distribution requests, scheduling and preparing analytical reports for meetings. In addition, she provides vital support to the 401(k) team.
Danielle graduated from William Smith Colleges in 2015 where she earned her Bachelor of Arts degree in Media & Society with a minor in Sociology.
Outside of work, Danielle enjoys reading, traveling, and spending time with her dog, along with visiting with her family in Trumansburg, New York.