Senior Vice President, Tax
Mark specializes in income and estate tax planning, tax return preparation, and navigating through ever-changing tax law to provide his clients with the best financial and tax strategies for their unique circumstances and objectives. Mark began his tax consulting career in 1983. Prior to joining Mercer Advisors, he served as the director of taxation services and a principal at Duckworth Wealth Advisors. He is a CPA and a CERTIFIED FINANCIAL PLANNERTM professional, holds a Bachelor of Science degree in Accounting from California State University, Long Beach, and a Master of Science degree in Taxation from Golden Gate University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants.