Mark has over 7 years of experience in public accounting, specializing in tax compliance and consulting services provided to a wide variety of high-net-worth individuals, families, and their pass-through entities. He also specializes in identifying and helping to implement trust and estate planning opportunities for his clients.

To assist his clients in meeting their goals and objectives, Mark takes a team approach—working collaboratively with his clients, their other advisors, and legal counsel. Mark is a member of Keiter’s Family, Executive & Entrepreneur Advisory Services team.

  • American Institute of Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants (VSCPA)
  • Certified Financial Planner
  • Virginia Polytechnic Institute & State University
    • Bachelor of Science in Accounting and Information Systems
    • Bachelor of Science in Finance – Financial Planning

Insights from Mark

Tax Breaks to Consider When Caring for an Aging Parent

2022 Rebates Available for Eligible Virginia Taxpayers

IRS Delays RMD Rules for Inherited IRAs Again

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