Managing Partner, Sandpoint208-265-5959
Born and raised in Libby, Montana, Brad went to college at the University of Montana where he obtained graduate degrees in accounting and finance. He achieved the CPA designation in 1987, and began his career with the ‘Big Four’ accounting firms – KPMG in Billings, and Coopers and Lybrand in Spokane, Washington.
Brad honed his expertise to provide tax planning, preparation and accounting services to businesses and their owners, as well as to individuals. He relocated to Sandpoint, Idaho in 1991 and opened his own firm. In 1995, he merged his private practice with fellow local CPA Paula (Freeman Parsons) Hall, creating Williams & Parsons, PA, CPAs and eventually partnering with Mark Schiller to create WS CPAs, serving both Sandpoint, ID and Fargo, ND. In addition to being a CPA, Brad holds the designation of Personal Financial Planning Specialist. Brad is also an accredited Peer Reviewer, providing reviews to other CPA firms around the western US to help them maintain their firms’ system of quality control.
Managing Partner, Fargo208-304-9313
Mark began his career in 2001 working for CPA and investment advisory firms in Minnesota. Mark was a partner with our affiliated CPA firm, WS CPAs, PC, before moving back to Minnesota in 2012. Mark specializes in comprehensive wealth management including portfolio construction, investment management, estate planning, insurance needs analysis, tax planning, business consulting, and business valuations. In addition to being a CERTIFIED FINANCIAL PLANNER (CFP®) professional, Mark is also a CPA and is Accredited in Business Valuation (ABV).
Mark received his B.A. in Accounting from Concordia College, Moorhead, MN. He also holds graduate certificates in Estate Planning and Financial Analysis from the College for Financial Planning.
Mark enjoys all things outdoors and resides in Moorhead, MN with his wife Kristi, and their two children.