For Mark, helping people make the most of their financial assets has been his passion for over 25 years. As a Financial Advisor with The Capital Advisory Group Advisory Services and a Certified Public Accountant (CPA) with Foreman & Airhart,* Mark enjoys guiding his clients as they implement tax strategies to meet their financial goals.
Mark uses holistic asset management, adjusting risk tolerance and reviewing estate plans to help address the holes that could sink a client’s financial ship. His clients consist of retired individuals, business owners, professionals, and hard-working families. Mark’s minimum account is $150,000 for new clients, with some exceptions for referrals and clients that work with him on a flat fee.
As a CPA, Mark employs a client-first focus and adheres to the CPA Code of Ethics. He enjoys listening and learning about the unique characteristics of each client. After analysis of the current situation, a plan of action is developed jointly with each client to address investment opportunities vs. risk tolerance. Goals are best reached with a written and measurable objective, so a written plan is developed for each client. Once the financial plan is in place, Mark can assess insurance needs and update the estate plan accordingly to ensure a comprehensive transition.*
Mark grew up in Louisiana, attended the University of Southern Louisiana, and is a long-standing member of the Minnesota Society of CPAs, the American Institute of CPAs and the Society of Louisiana CPAs. He is married, has three children and lives in Bloomington where he enjoys outdoor hobbies of all kinds, music, and church activities.