Mark works closely with clients on personal and business financial planning with a focus in small business, retirement planning, and accounting information systems.
He graduated from Southern Utah University earning the Outstanding Accounting Student Award from the UACPA. He has served on committees for the Provo/Orem Chamber of Commerce and Utah Valley Estate Planning Council. Mark received his “Retirement Planning Specialist Certificate” from the Wharton School at the University of Pennsylvania. Mark is credentialed as a “Qualified Plan Financial Consultant” (QPFC) which is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. Mark is also credentialed as a Personal Financial Specialist (PFS). PFS is a specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth.
California Insurance License #OG93257.
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