Who We Are

Mark A. Bates CFP®, CDFA®, EA

Director of Financial Planning

Mark graduated in 1990 with a degree in Business Management from Southern State College. After managing a small business for 12 years, he began his career in financial services with Fifth Third Bank. He spent 2 years in Management and the following 6 years as an Investment Consultant with Fifth Third Securities.

Mark studied financial planning at The Ohio State University and earned the right to use the Certified Financial Planner® (CFP®) mark in 2006. He also holds the Certified Divorce Financial Analyst (CDFA®) designation and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA).

Mark is married and has a teenage daughter. He enjoys spending time with his family, sports, camping, and staying active in his church.

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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000