Mark Smallwood, CPA joined the BPS team in 2009 and has experience working with families to provide comprehensive financial planning and investment management services. Working with a wide array of clients, including individual investors and small businesses, Mark specializes in retirement income planning for clients nearing or currently in retirement.
Mark earned his B.S. in Accountancy from Miami University in 1994 and a Certified Public Accountant (CPA) license in Ohio in 2008.