Mark has more than 25 years of experience providing family office services to families with complex wealth. Prior to joining Dean Dorton, Mark was co-founder of a local family office where he served as the Managing Director. Mark has spent much of his time advising families on estate planning, providing strategic risk management support to clients in both personal and entity administration, and providing support with real estate and human resource matters.
Industry Expertise
Mark has extensive knowledge in the areas of estate planning, gifting, philanthropy, business administration, insurance, and employee relations.
Professional Activities
• Financial Planning Association, Member • University of Louisville Family Business Center, Professional Advisor Member
Community Involvement
• Felix Martin Jr. Foundation, Vice Chair • Community Foundation of Louisville, Advisor, Impact Capital Committee
Education
Master of Business Administration, Bellarmine University, Louisville, KY
Associate of Applied Science/Business Administration, Bellarmine University, Louisville, KY
Practice Areas
Estate and Wealth Transfer Planning
Human Resources
Risk Management
Wealth Management
Practice Areas
Estate and Wealth Transfer Planning
Human Resources
Risk Management
Wealth Management
Industries
Insurance
Real Estate (Development & Management)
Industries
Insurance
Real Estate (Development & Management)
Specialty Groups
Bio
Mark has more than 25 years of experience providing family office services to families with complex wealth. Prior to joining Dean Dorton, Mark was co-founder of a local family office where he served as the Managing Director. Mark has spent much of his time advising families on estate planning, providing strategic risk management support to clients in both personal and entity administration, and providing support with real estate and human resource matters.
Industry Expertise
Mark has extensive knowledge in the areas of estate planning, gifting, philanthropy, business administration, insurance, and employee relations.
Professional Activities
• Financial Planning Association, Member • University of Louisville Family Business Center, Professional Advisor Member
Community Involvement
• Felix Martin Jr. Foundation, Vice Chair • Community Foundation of Louisville, Advisor, Impact Capital Committee
Education
Master of Business Administration, Bellarmine University, Louisville, KY
Associate of Applied Science/Business Administration, Bellarmine University, Louisville, KY
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
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