A 30-year veteran of financial services, Mark brings extensive accounting experience and meticulous analytic strengths to the firm he founded in 1985. Today, Mark is the managing partner and president of SIMA Financial Group.
A certified public accountant licensed and regulated by the state board of accountancy, Mark holds a bachelor’s degree in accounting from Virginia Polytechnic Institute and a master’s degree in taxation from Virginia Commonwealth University as well as his Life & Health Insurance license in Virginia. He is an Accredited Investment Fiduciary, a designation that that certifies Mark’s specialized knowledge of fiduciary standards of care and their application to the investment management process. Mark also holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 24, 63, 65 and 66 licenses. Mark’s diverse background brings a wide range of experience in closely held businesses, tax planning and mitigation, estate planning, wealth and asset management, and risk management.
As a member of the American Institute of Certified Public Accountants, he is held to a rigorous code of professional conduct that requires members to act with integrity, objectivity, due care, and competence while disclosing any conflicts of interest, commission or referral fees, serving public interest, and maintaining client confidentiality.
As the managing partner, Mark prides himself in having cultivated the team of professionals that has allowed the firm to continually meet the evolving needs of his clients. In addition to managing the staff, Mark is chief of operations at SIMA Financial Group. Click here to contact Mark via email.