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Whether you are currently working with a financial professional, or if you haven’t taken steps to formally organize your financial goals, give us a chance to show you what we can do. Please contact the
financial professionals below if you would like to discuss your investment
strategies on a one on one basis.
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Mark
L. Tannen, CPA, Partner |
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Mark is the President and one of the founding members of Beacon Investment Solutions. Mark also heads up the Accounting and Tax practice. He holds a bachelors degree in accounting from Babson College, located in Wellesley, MA which is one of the top business schools in the U.S. for business and entrepreneurs. With over 25 years of financial, tax and accounting experience, Mark has worked with individuals, corporations and partnerships providing financial and tax consulting work. He is also a member of the American Institute of CPA’s and the MA Society of CPA’s.
Mark had his own company for over 20 years, focusing on tax and business consulting with clients located throughout the United States and abroad. He enjoys playing golf, tennis and basketball.
He earned his Series 7 and 63 securities licenses and is also insurance licensed in Life, health and variable annuities.
Mark has been married to Julie for over 23 years and have two children one who is attending FSU (Florida State University) and the other a senior in High school. He is very proud of his wife and two children. He looks forward to a long and mutual working relationship with you. |
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Mark A. Acevedo, Partner |
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Mark is President of the Palm Coast
office of Beacon Investment Solutions and one of the founding members. Prior to
financial consulting, Mark worked as a New York City Detective. He is a graduate
of John Jay College of Criminal Justice in New York with a B.S. degree in
Criminology and a minor in Law. After his retirement, Mark followed his
enthusiasm to a second career in financial services with the intent “to help
clients enjoy a secure retirement in sunny Florida.” He earned his Series 7 and
63 securities licenses and is also insurance licensed in life, health and
variable annuities.
Personally, Mark enjoys golf, fishing, motorcycles and horses. He is the proud
father of two lovely daughters, Alexa and Danielle and has been married to his
wife Randi since 1991. |
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Stewart M McGough, ESQ |
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Stewart M. McGough is an attorney and
a partner in Scolaro, Shulman, Cohen, Fetter & Burstein, P.C. He is a 1976
graduate of the University of Notre Dame with high honors and a 1979 graduate of
Cornell Law School. Stewart is admitted to practice in the States of New York
and Florida and before the U.S. and the United States District Court for the
Northern District.
Stewart heads the Employee Benefits Practice Group for his firm. His practice
concentrates in the areas of business and estate tax planning for professional
and closely-held businesses with emphasis in the areas of employee benefit
plans, pension law, and estate planning.
Stewart has given numerous educational legal presentations to local, regional,
and national business and professional groups including the International Forum,
the Million Dollar Round Table, and the AICPA, in the areas of pension plan
design, and estate planning with retirement benefits.
The attorneys Stuart M. McGough, ESQ. At Scolaro, Shulman, Cohen, Fetter &
Burstein, P.C., are not securities licensed individuals. Investacorp, Inc., and
its affiliates have no ownership interest in Scolaro, Shulman, Cohen, Fetter &
Burstein, P.C. and are not responsible nor liable for any of their advice or the
results of that advice.
Investacorp, Inc., and its affiliates are separate and unrelated to Scolaro,
Shulman, Cohen, Fetter & Burstein, P.C. and its associates.
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One or more individuals are securities licensed through
Investacorp, Inc., a registered broker/dealer, member
FINRA and SIPC, in the following states: CO, DC, FL, IA,
MD, ME, NC, NJ, NY, OH, OK, PA, VA. Securities business
cannot be transacted in other states until after the
appropriate license is obtained. FINRA's homepage,
www.finra.org and Securities Investor Protection
Corporation's homepage,
www.sipc.org
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