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Mark’s background as a CPA, Financial Advisor, and Investment Manager allow him to discuss with his clients a myriad of options for wealth management and generational gift planning. In addition, his experience with charitable trusts, foundations, and gifting allow him to advise individuals on their community stewardship planning.

Mark holds a Bachelors degree from the University of Washington. His background includes tax, trust, and estate planning, consulting Fortune 500 companies at Ernst and Young, as well as financial and charitable advising for Whitman College. Mark is a frequent commentator on Bloomberg and CNBC financial television programs.

Mark was born in Walla Walla and has called it home for over 40 years. He and his wife have two children and he is heavily involved in the community. Mark is Vice Chair of the Episcopal Diocese Foundation, Vice Chair of the Walla Walla Housing Authority, Overseer of Whitman College and is involved with Rotary.