Skip to Content

Experience

I help high-net-worth and ultra-high-net-worth business owners and individuals review and create their estate, insurance, and business succession planning strategies while navigating the tax considerations associated with each step.

While working for Plante Moran, one of my greatest accomplishments was helping a client define a path moving forward with a very sick parent. Another instance was being brought in to a relationship to help organize a business succession planning discussion that will ultimately impact more than 20 family members. I’ve always enjoyed working closely with people. Learning how to balance quantitative facts with family and/or business partner harmony has been very rewarding.

Because of my expertise, I have presented at a meeting of the Institute of Management Accountants regarding estate planning and have co-hosted a Plante Moran Wealth Perspectives podcast related to life insurance planning. I belong to the American College of Financial Services and earned my B.S.B.A. in general management from Central Michigan University.

My hobbies include golfing, watching movies, grilling, camping, and occasionally clay shooting. I spend most of my free time with my wife, Anne, and our son, Graham.

Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.

FINRA: http://www.finra.org/

SIPC: http://www.sipc.org/

 

 

 

View More of Mark's Experience

Specializes In

When I was in college, I was a manager for one of the companies that offers college students' services to paint homes. As a result, I've painted the entire exterior of our house and most of the interior.

You might also like…

Ensure your estate plan accomplishes your post-tax reform goals
Mark Meyers Wealth Management
Video February 6, 2018 5 min watch
Being a capable investor is easier than you think
Ray Celaya Wealth Management
Article June 17, 2019 6 min read
Retail sales bounce back strongly in May
Jim Baird Wealth Management
Blog June 14, 2019 1 min read
Job creation stalled in May; unemployment holds steady at 3.6%
Jim Baird Wealth Management
Blog June 7, 2019 1 min read