Bethesda | Shore to Summit

For more than 25 years, Jon has helped clients build, manage, preserve, and transition their wealth. Jon brings a broad array of business and financial experience to our group, specializing in serving business owners. Having counseled clients through a variety of volatile investing climates, he takes the time to fully understand each client's goals, dreams, and expectations while designing an investment plan to help manage risk while pursuing growth and income. Jon was named a Platinum Council Advisor while with WFA from 2010-2024. Jon and his team were named a 2023 and 2025 Forbes Best-in-State Wealth Management Team in the state of MD**. Jon was also ranked #20 in the state of MD as a Forbes Best-in-State Wealth Advisor in 2025.

Jon joined Shore to Summit Wealth Management after a long tenure at Wells Fargo Advisors. Jon was previously with Prudential Securities and Wachovia Securities. In addition to applicable securities registrations and insurance licenses, Jon earned a bachelor's degree from Skidmore College with a concentration in government and business. He studied economics at Georgetown University and completed financial planning coursework at Virginia Commonwealth University and Kaplan University.

He is active in the Jewish Federation of Greater Washington and the American Technion Society.

Jon lives in Clifton, Virginia and has three daughters, Peyton, Cassidy, and Taylor, a son, Brody, and one rescue pup, Luna.

CA Insurance License Number: 0M79239, Resident State MD.

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

**2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

[email protected]
(410) 573-1472

Mark joined Shore to Summit Wealth Management, LLC in July 2025. He was formerly with the Lindenberg Wealth Management Group of Wells Fargo Advisors since 2017. Previously, he spent several years as a Financial Advisor at both CIC Wealth in Rockville, MD and ING Financial Partners in Tysons, VA. Mark's passion for helping people reach their financial goals is what drives him to take the time to understand each client's unique situation. He specializes in helping individuals and families navigate through complex life events and transitional periods where proactive planning can make all the difference.

Mark and his team were named 2023-2026 Forbes Best-in-State Wealth Management Teams*. In 2024 & 2025, he was named AdvisorHub Advisors to Watch 100 NextGen**, a national list comprised of financial advisors under the age of 45.

In addition to holding securities registrations and insurance licenses, Mark is a CERTIFIED FINANCIAL PLANNER^® professional, which he obtained after completing the financial planning program through Kaplan University. Mark also holds a CDFA^®,*** Certified Divorce Financial Analyst designation, further qualifying him to help with the complexities of divorce.

Prior to this, Mark earned a bachelor’s degree in economics from The University of Maryland where he also played Division I lacrosse.

Engaged in both the industry and community, he is a member of the Leadership Breakfast Group of Maryland. Mark helped establish the Advisors Alliance Roundtable, a philanthropic focused group sponsored by the United Jewish Endowment Fund and the Jewish Federation of Greater Washington.

Outside of the office, he is a defender for the Israeli National Lacrosse Team, competing worldwide and takes part in the initiative to grow the sport in Israel. Off the field, you'll find Mark on the sidelines - coaching a youth travel lacrosse team (Next Level), based in Bethesda, MD. Aside from lacrosse, Mark lives in Kensington, MD with his wife Caitlin and enjoys cooking, golfing, and spending time with friends and family.

CA Insurance License Number: 0M76188, Resident State MD.

*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).

**AdvisorHub 2024 Advisors to Watch 100 Next Gen: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub).

** 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next Gen ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
Award Disclosures

***The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in the field.

Meet the Bethesda branch

Our Team

Jon B. Lindenberg

Mark Jutkowitz, CFP^®, CDFA^®

Catherine Nicholas

Moshe Burstin, CFP^®

Amy Champion-Thomas, FPQP^®

Anne “Hunter” Benson

Christopher Venit

Julian Igbaroola

Our History