Enthusiastic and an educator by nature, Mark's professional style is both vibrant and purposeful. Apart from his Advisory and Board of Directors roles, Mark is BFG's Principal, and spends a great deal of time & energy as Chief Economist on our Investment Committee. As an IRS Enrolled Agent for advanced tax planning knowledge, along with being a CERTIFIED FINANCIAL PLANNER™ and an Economist (St. Olaf College), Mark’s credentials along with more than two decades of experience yield an uncommonly knowledgeable planner. In fact, Mark was ranked the #1 Independent Financial Planner in the country under 40 for 2015 [Ranking by Rep. magazine / WealthManagement.com].