Mark Albers, CPA, MST, CFP®, AEP®, has spent over 15 years helping families identify and implement ways to achieve their evolving goals. His expertise lies in combining financial and tax planning strategies with investment management services, and has the ability to explain complex topics in plain English. He has helped extensively with income and estate tax planning, business owner succession and transition planning, family gift planning, and charitable giving strategies. Mark values developing authentic relationships with the individuals and families he works with.
Before founding Verus Wealth Management, Mark worked with other national CPA and advisory firms as a lead advisor and Principal. Mark lives in Northeast Wisconsin with his wife and three daughters, but works with individuals and families from coast to coast.