All-In-One Wealth ManagementTax, investment, cash flow and estate planning—in one place.

• Co-founder of musical instrument brand and online retail outlet for drums and percussion products.• Define and lead vision for the company.• Perform CEO functions as the face of the company including networking, sourcing and building company culture.• Utilize CFP skills as the company’s CFO in financial negotiations, tax planning and in developing growth strategies.

Mark is a CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent, Equity Compensation Associate, and Chartered Retirement Plans Specialist focusing on helping clients navigate complex topics like stock options, starting a family, tax planning issues, retirement planning, portfolio design, estate/succession planning, and strategic philanthropy.

• TD Ameritrade business consultant working as a Certified Financial Planner tasked with creating a robust online suite of financial planning tools for their client base.• Pro bono financial planning with the Foundation for Financial Planning.• Business consultant for a third-party RIA firm providing financial planning services to military families including Gold Star families that have lost a family member in the line of duty. VA administered.

• Advised ultra high net worth celebrity clientele in the areas of wealth creation, preservation, and transfer.• Created and implemented sophisticated strategies for: tax optimization, retirement planning, portfolio design, estate/succession planning, and strategic philanthropy.• Managed wealth-planning group, both in New York and Los Angeles, for: technical analysis, client report oversight (design, efficiency, improvement), and disseminating legislative tax updates.

• Researched advanced client case scenarios, formulated solutions, and implemented recommendations for high net worth clients including business owners, corporate executives, and affluent families.• Assisted representatives in developing comprehensive financial plans in the areas of retirement planning, tax planning, risk management, investment, and estate planning.• Management responsibilities included case preparation, development and supervision of marketing materials, seminar delivery, instruction, and approval.

• Estate planning and software specialist for the New York state financial planning group.• Designed customized financial plans for professionals and teacher clients in the areas of retirement, tax, estate, insurance, and investment analysis.• Promoted the financial counseling program to schools throughout the five boroughs by conducting educationally based seminars for New York State United Teacher (NYSUT) members.

• Assisted in the development of company training programs for Planners. Assisted with company-wide transition to new financial management software.