Mark brings more than 29 years of experience providing comprehensive tax and personal financial services to individuals and families, as well as tax, accounting, payroll, and business planning services to business owners. His work is centered on helping clients make informed decisions by coordinating tax strategy with broader financial planning—an essential discipline for long-term wealth preservation and growth.
In addition to individual planning, Mark advises business clients on entity structure, tax efficiency, payroll considerations, and long-range business planning. His integrated approach helps clients navigate complex tax environments while aligning financial decisions with both personal and business objectives.
Mark is a graduate of the University of Mount Union and lives in New Franklin. He is the father of two grown sons and remains active in his community, serving as a founding board member of the Manchester Education Committee. He is also a member of the Portage Lakes Eagles Club and St. Francis de Sales Church.