Tax Planning & Preparation Specialist
Mark has over 35 years of experience providing individuals with tax and personal financial services. Mark also provides business clients with tax, accounting, payroll, and business planning services. Mark earned his Series 65 license in 2010, his Collaborative Law designation in 2011, and his Life and Health insurance license in 2017.
Mark is a graduate of the University of Mount Union. He resides in New Franklin and has two grown sons. He is a founding board member of the Manchester Education Foundation and is a member of the Portage Lakes Eagles Club and St. Francis De Sales church.
Lineweaver Wealth Advisors, LLC is a Registered Investment Advisor.
*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.
1: Crain's Top 25 RIA: Based on assets under management
