Mark Birge, CPA, JD, PFS

Mark provides high-touch tax and financial planning services to high-net-worth individuals and business owners through our Private Client group. He helps clients identify their overall financial goals and objectives and assists them in achieving those goals by accessing a network of resources and relationships. He also guides them through estate planning and personal financial planning matters and advises business owners on business succession strategies.

After joining the firm in 1989, Mark pioneered the opening of our first office outside of Salem. That location in the Portland Metro area has since become our largest office and current headquarters. Mark graduated from Washington State University, and received his JD from Willamette University Law School. Early in his career, he spent 10 years with a former “Big 8” accounting firm. He is a member of the Oregon State Bar and the American Institute of Public Accountants.