For Mark, helping people make the most of their financial assets has been his passion for over 25 years. As a Financial Advisor with The Capital Advisory Group Advisory Services and a Certified Public Accountant (CPA) with Foreman & Airhart,* Mark enjoys guiding his clients as they implement tax strategies to meet their financial goals. Mark uses holistic asset management, adjusting risk tolerance and reviewing estate plans to help address the holes that could sink a client’s financial ship. His clients consist of retired individuals, business owners, professionals, and hard-working families. Mark’s minimum account is $150,000 for new clients, with some exceptions for referrals and cl