Mark's education, expertise and professional affiliations have cultivated his practical approach when providing wealth management and tax advice for his clients. He is a Certified Public Accountant, Personal Financial Specialist, and Accredited Wealth Management Advisor with over twenty years of experience. As an experienced financial professional and active member of his community, Mark is well positioned to assist with all aspects of a client's financial needs.
After growing up in Tallahassee, attending Florida State University, and working for a local CPA firm, Mark and his wife Heather moved to Apalachicola. Over the next sixteen years, Mark built a successful accounting and wealth management firm. In 2016, he and his family moved to Tallahassee for their daughter's education and to assist with aging family members. Mark still maintains a tax and wealth management office in Eastpoint, Florida, but splits his time between the Tallahassee and Eastpoint locations.