Shawna Mark, MBA

Accounting/Finance Coordinator

Upon graduating with her Bachelor of Science Degree in Accounting from LeMoyne College, Shawna Mark, MBA, started her career as a financial analyst at St. Joseph's Hospital in Syracuse, NY. Shawna worked full-time during the day and attended classes at night to earn her Master of Business Administration (MBA) in Public Accounting. After completing her MBA in Public Accounting from SUNY Oswego, Shawna relocated to Rochester, NY and gained experience in the real estate industry working for Jones Lang LaSalle on the Xerox Campus as a senior financial analyst.

In 2017, Shawna joined the Wealth Management Group (WMG) Team as the Finance/Accounting Coordinator where she continues to grow by learning the industry. In addition to her finance/accounting responsibilites, Shawna is involved in client communications, social media management, event planning, and special events. Having a true passion for making a positive difference in the lives of others, Shawna finds being a part of the WMG Team a perfect fit for her. She is a strong believer in “doing what you love and loving what you do”.

Outside of her responsibilities at WMG, Shawna loves spending time with her husband (Adam Mark, CFP®), daughter (Annabelle), and four-legged children Rufus and Lucas (black labradors). Shawna is proud of many things in her life, but being a mother surpasses them all.

Phone (585) 241-5900
Fax (585) 244-5416