Mark Stempel

Mark Stempel is dedicated to helping independent professionals design a holistic financial plan that will clarify and guide them toward their ideal financial future. He helps clients to develop a compelling vision for their lives, design a straightforward plan to achieve their vision, and provides ongoing coaching and support to make it happen.

With over 20 years experience as a Certified Financial Planner®, Enrolled Agent and former IRS Auditor, Mark offers tax-focused holistic financial advice. Mark holds a B.A. in Philosophy from Hartwick College and an M.A. in Psychology from Duquesne University. He is a Registered Life Planner and is certified as a professional coach through the Newfield Network and New Ventures West.