Mark Schiller CPA/ABV, CFP
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.