As the CEO of Morlock and Company, LLC, Mark is committed to helping his clients build, preserve and manage their wealth. For over 25 years, he has demonstrated a passion for the industry itself and for building long-term relationships with his clients.

Mark’s education in financial management began with his education at SUNY at Buffalo with a degree in Economics with a concentration in Finance. He holds a series 7, 63 and 65 through LPL Financial and is licensed in over 10 states. Mark believes continuous education is extremely important as is proven by his pursuit of the various opportunities available through LPL Financial.

While not in the office, Mark most enjoys preparing a meal for his family and the warmth of the conversation around the table. When the weather is favorable (YES, that does happen in Buffalo, NY), you may find him on the golf course or on the patio with his friends. As a native, Mark is a fan of both the Buffalo Sabres and the Buffalo Bills.

Suzanne joined Morlock and Company, LLC in 2021.  An opening occurred just when she was considering an occupation change.  Her career experiences are varied, including systems analysis, staying at home while her three children were young, teaching assistant and co-managing a robust after-school program. She has a Bachelor of Science degree from Niagara University and an MBA from Canisius College which have proven beneficial for the many hats she wears around the office.

If you ask her what her favorite part of working at Morlock and Company, LLC is, she will tell you it’s connecting with the clients.  “I love listening to their stories.  Our clients always make me smile.”