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MEET OUR TEAM

 
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Beacon Investment Solutions

Mark L. Tannen, Partner

Mark is the President and one of the founding members of Beacon Investment Solutions. He holds a bachelor's degree in accounting from Babson College, located in Wellesley, MA.
Babson is ranked among its peers as one of the top business schools in the area of Business and Entrepreneurial Programs. With over 35 years of financial, tax and accounting experience, Mark has worked with individuals, corporations and partnerships providing financial and tax consulting work.

Prior to Starting Beacon Investment Solutions, 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 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 33 years and have two children, Sarah a RDN, LD at UF Shand's Hospital in Gainesville, FL and Daniel who is Senior Financial Acquisition Analyst at Philips International in New York City. When he is not working, he enjoys playing golf and keeping in shape at the local gym or enjoying time with his beautiful wife. He looks forward to a long and mutual working relationship with
every client.

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Contact Mark Tannen for information or any queries related to your FINANCIAL GOALS