Broker Check
Mark L. Tannen

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 bachelor’s degree in business administration and accounting from Babson College, located in Wellesley, MA which is one of the top business schools in the U.S. for entrepreneurs. With over 38 years of financial, tax and accounting experience, Mark has collaborated with many individuals, corporations and partnerships providing financial and tax consulting work.

Prior to Starting Beacon Investment Solutions, Mark had his own consulting firm for over 35 years, 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 36 years and has two children, Sarah, and Daniel. Sarah is an RDN, LD and practices in the state of Florida and Texas and Daniel is Senior Financial Analyst for a Private Real estate company. He is immensely proud of his two children for what they have accomplished. He enjoys playing golf and traveling with his wife as well as keeping in shape at the local gym. He looks forward to a long and mutual working relationship with each and every client.