Meet Mark
Mark is one of the founding partners of Smith Leonard as well as the firm’s Managing Partner. He provides comprehensive tax planning and financial planning services to help clients reach their personal goals and objectives, with an eye toward maximizing after-tax wealth.
Highlights
- Over 35 years of experience serving both public and privately held companies
- Industries served – manufacturing, distribution, retail, and real estate
- Heavy experience in working with high-net-worth individuals and families
- NC CPA License #18992
- CPA/PFS (Personal Financial Specialist) Designations
- Certified Estate and Trust Specialist (CES)