As a trusted advisor to high-net-worth individuals, families, and their related entities, Mark brings deep expertise in tax compliance and strategic planning. His work centers on uncovering opportunities that align with each client’s financial goals whether through multigenerational wealth planning, estate strategy, or entity structuring. He provides guidance that helps clients make informed, confident decisions about their financial futures.
Mark works closely with clients and their legal and financial advisors to develop tailored strategies that integrate estate, trust, and business planning needs. He is especially skilled in navigating the complexities of estates that include hard-to-value assets such as real estate holdings and private business interests. His collaborative, education-focused approach empowers executors and beneficiaries to manage estate-related filings and elections with clarity and assurance after the loss of a loved one. For estates with closely held businesses, Mark identifies and implements income tax deferral and cash flow strategies to reduce tax burdens while supporting long-term objectives. His ability to blend technical expertise with personal insight ensures clients receive both strategic tax outcomes and personalized support.
Mark is a member of Keiter’s Family, Executive & Entrepreneur Advisory Services (FEEAS) team.
Outside of work, Mark enjoys spending time in the garden or hiking with his wife and two children. He also actively serves on the finance committee at Old Powhatan Baptist Church.
