With over four decades of experience in tax preparation and planning, Mark has dedicated his professional life to helping individuals and small businesses navigate the complex world of taxation. From unraveling intricate tax codes to optimizing financial strategies, he has been a trusted advisor for countless clients seeking financial clarity.

Mark’s journey began more than 40 years ago, armed with a calculator, a passion for numbers, and an unwavering commitment to his clients. Over the years, he has seen tax laws evolve, adapt, and occasionally confound, but his dedication to demystifying them has remained constant.
Navigating the choppy waters of divorce isn’t just an emotional upheaval; it’s a financial storm. As a CDFA®, Mark will help divorcing couples untangle their financial lives. From dividing assets fairly to projecting post-divorce financial scenarios, he wants to be the beacon guiding them to calmer shores.

Numbers are Mark’s language, but people are his passion. He believes that financial well-being isn’t just about dollars and cents; it’s about empowering dreams, securing legacies, and fostering peace of mind.

Whether it’s over a cup of coffee or a virtual Zoom call, Mark has built lasting relationships with his clients. Because financial planning isn’t just about spreadsheets—it’s about understanding aspirations, fears, and life’s beautiful uncertainties.

So, if you’re seeking a CDFA® with a CPA who can unravel tax complexities, chart financial courses, and sprinkle a dash of empathy along the way, Mark would like to help you.