Mark E. McKell, CPA

Mark’s primary focus as Managing Partner is helping pre- and post-retirees combat the various complexities and risks they face by engaging clients in a highly personalized and comprehensive consultative experience. Unlike many financial professionals today, Mark advocates always doing the planning first and then implementing the most optimal, strategic solutions. He is repeatedly acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and Attorneys.

Mark acquired his financial acumen from over 30 years of serving in the financial industry. He started his career in public accounting with Ernst & Young and later worked as a Corporate Controller, CFO, and CEO of a variety of enterprises. Since 2001, Mark has devoted his experience and training to helping people with their personal financial goals. He was named to the California State Board of the National Association of Insurance & Financial Advisors. Mark earned a BS in Accounting from Brigham Young University and is also a CPA.

Away from work, Mark is a dedicated family man and classic car enthusiast. He and his wife, Susan, have been married for 38 years, and have four children (including three sons who are each Eagle Scouts) and 11 grandchildren.