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With over 35 years of public accounting experience, Mark serves high-net-worth individuals in estate planning, financial transactions, and the development of personal and business income tax strategies. He takes a personal approach to serving each client’s unique needs, and implements strategies and tools to help them minimize their taxes and administrative costs. He specializes in family tax planning, multi-generational and succession planning, trusts and estates.

Mark is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). He graduated cum laude with a B.S. in Business Administration from Humboldt State University.