Principal
Education:
Mark earned a bachelor’s degree in Accountancy from the University of Illinois in 1981, where he graduated with high honors. He received his MBA in Finance from the University of Michigan in 1983. Mark became a Certified Public Accountant in 1982 and in 1999 was awarded the American Institute of CPAs’ Personal Financial Specialist (PFS) designation to signify his education and experience in the field of personal financial planning among CPAs. In 2006, Mark completed the Certified Financial Planner™ certification professional education program offered by the College for Financial Planning, which qualifies him to sit for the CFP™ certification examination.
Experience:
Mark has more than twenty years’ professional experience in finance and accounting. Prior to joining Reason Financial Advisors, he was a senior financial planner and vice president with the registered investment advisory firm affiliate and trust department of a major Chicago bank. From 1997 to 1999, he was a principal with the fee-only financial planning firm of Successful Financial Solutions, Inc. in Northbrook. His professional career includes positions as the executive director of a municipal deferred compensation retirement plan covering more than 9,000 participants, as well as treasurer and controller of national and international privately held professional service firms based in Chicago.
Professional and Civic Memberships:
Mark is a member of the Financial Planning Association (FPA,) the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS.) He currently chairs a special interest group of the ICPAS that is responsible for developing educational programs for Illinois CPAs and others in the personal financial planning and investment advisory community, and is a former board member of the Fox Valley Chapter of the ICPAS. Mark is also a past board member and treasurer of Kingswood Academy, an elementary school located in Darien, Illinois.
CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
