Since 2005, Mark Lurz has worked at LPF Financial Advisors, which serves individuals, families, and companies. With 25 years of industry experience, he functions as the firm’s principal and oversees staff operations. In this capacity, he implements systemized procedures and processes that enhance the client experience. Educated in business administration, Mark Lurz holds an MBA from the State University of New York at Buffalo.
As a financial advisor, Mark Lurz provides clients with customized recommendations for retirement planning and wealth management. He advises clients on strategies for funding the college education of their children or grandchildren, and provides guidance in estate planning strategies and referrals to other professionals in the field. He maintains a high standard of customer service through regular client contact via review meetings, educational events and workshops, and personal correspondence.
In his private life, Mark Lurz supports several charitable activities. The Humane Society and the Wounded Warrior Project are two organizations that receive his support.
Music and exercise are among Mark Lurz’s favorite leisure time activities. He also enjoys traveling in the UK and Western Europe.