Mark is the third generation of a family pension consulting practice joining the firm in 1990. A former Senior Accountant with Coopers & Lybrand (now PriceWaterhouseCoopers), Mark completed the American Society of Pension Actuaries' designation of Qualified Pension Administrator.

Mark is also a Certified Public Accountant and a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, where he served on the Employee Benefits Taxation Committee in the 1990's. He is currently serving on the AICPA Employee Benefits Tax Technical Resource Panel. Mark has spoken before accounting, professional and financial advisor groups. Mark graduated from California State University at Northridge.