Mark's early focus encompassed demand forecasting, supply chain coordination, and financial analysis within leading consumer product firms. His transition to Whitman Wealth Management stemmed from his goal to apply his strategic abilities in aiding the office's paraplanning and tax planning efforts. As an Enrolled Agent, Mark offers skilled assistance in crafting accurate tax returns and essential tax planning advice to elevate financial decision-making and ensure compliance with tax laws.
Mark graduated with a Bachelor of Science degree in Management Science – Decision Support Systems from Virginia Tech and holds a Master of Business Administration degree from Virginia Commonwealth University. He holds the following professional designations:
- EA Since 2020