Mark founded Shepherd Financial Partners over 25 years ago out of a passion for serving families through successful transitions. He approaches life and work with a “live to give” mindset, which is the foundation for his family, firm, and client relationships. Growing up, he watched his parents successfully build their own small business. However, over the years he also noticed that they weren’t thinking about a succession plan. As a result, when the time came, they struggled to agree and form a clear path to transition the business. Mark, then a member of KPMG’s tax group, took it upon himself to develop a reliable, future-proof and adaptable strategy that took into account the needs and cha