Dipti Anand, MD < Back Dipti Anand, MD Faculty Dr. Anand is a native of New Delhi, India. She received her medical degree at Ramaiah Medical College in Bangalore, India, graduating in the top 1st percentile of her class. She did a year of Preliminary Medicine at Albert Einstein Medical Center in Philadelphia, where she received the “Outstanding Intern” award. She subsequently went on to complete an Anatomic Pathology Residency at the Hospital of the University of Pennsylvania. Her residency was followed by a year of a coveted dermatopathology fellowship, under the mentorship of Dr. Clay Cockerell, at the University of Texas Southwestern in Dallas. Dr. Anand is board certified in pathology as well as dermatopathology. She has been successfully running a well-reputed annual Dermatopathology Board Review course for the dermatology residents since, 2012. In addition, she also runs a biannual CME accredited dermatopathology teaching course for ancillary physician providers. Dr. Anand is passionate about education and is continuously on the teaching roster for didactic sessions for the dermatology residents at the Medical College of Georgia and Emory University School of Medicine. She is the recipient of the 2019 Voluntary Faculty Teaching Award from Emory. Dr. Anand is actively involved in mentoring residents and students in the field of dermatology. She is the Clinical Associate Professor of Medicine at Philadelphia College of Osteopathic Medicine and serves as the Program Director of Dermatopathology at D.O Dermatology Residency in Atlanta. She is on the Board of Directors for the annual Zola Cooper Lee T. Nesbitt Seminar. She is an active member of the Atlanta Dermatology and Dermatologic Surgery Society, the Georgia Society of Dermatology and Dermatologic Surgery, the American Academy of Dermatology, and the American Society of Dermatopathology. Dr. Anand has numerous publications in the fields of dermatology and dermatopathology. She has been practicing dermatopathology for the last eight years and is currently the CEO and Medical Director of SkinPath Solutions. PS Home

Business 201 Faculty < Back Jennifer LeLash Sales Associate A fourth-generation Dallasite, Jennifer LeLash integrates her extensive experience in advertising and brand marketing into her real-estate practice. Jennifer enjoyed immediate success in Dallas’ luxury real-estate market and quickly grew her business when her husband, Chris LeLash, joined her. She earned D Magazine Top Residential Real Estate Producer honors for 2016 and 2017 and has sold and listed properties valued up to $12 million in the Park Cities, Preston Hollow, Devonshire, North Dallas and Plano. Jennifer spent her early career as a photo art director and celebrity wardrobe stylist in Los Angeles, New York and Miami. Her work on location in historically famous residences — Casa del Herrero in Montecito, the Kaufmann House in Palm Springs and Frank Lloyd Wright's Taliesin in Wisconsin — furthered her love of architecture and design. Those experiences combined with her innate creativity allows her to understand her clients’ unique lifestyle perspectives in marketing their properties and finding their perfect next homes. Jennifer enjoys traveling and spending time in Colorado and Florida with her husband and business partner Chris, their son and the family’s beloved Goldendoodle. They are active members within the Parish Episcopal School community and volunteer their time to many charitable efforts close to their hearts, including their time to many charitable efforts close to their hearts, including the Leukemia & Lymphoma Society, Cattle Baron’s Ball, Wipe Out Kids' Cancer and many others. https://www.briggsfreeman.com/ Business201 Home

Business 201 Faculty < Back Michael Smith Regional Business Development Officer Coming soon. Business201 Home

Business 201 Faculty < Back Scott Hemingway Partner Hemingway & Hansen, LLP focuses on intellectual property litigation, patent prosecution, licensing and patentability infringement counseling. I have 25 years of litigation and trial experience, as well as extensive knowledge and practice of prosecution and management of valuable patent, copyright and trademark portfolios. As part of my management efforts, I’ve coordinated licensing and litigation programs involving intellectual property asset portfolios producing multi-million dollar royalty revenues and court settlements. https://hh-iplaw.com/ Business201 Home

Millions of skin cancers are diagnosed annually.Beware: Not All Labs are Created Equal < Back Beware: Not All Labs are Created Equal Clay Cockerell, MD, JD, MBA Nov 8, 2021 Millions of skin cancers are diagnosed annually. "There is a major epidemic of skin cancer in the world today. In the United States alone, millions of skin cancers will be diagnosed just this year," said Clay J. Cockerell, MD of Cockerell Dermatopathology. Furthermore, it is estimated that approximately 1 in 50 individuals born this year will develop malignant melanoma, the most dangerous and often life-threatening form of skin cancer in their lifetime. This cancer is the leading cause of death in young women in their 20's and 30's. However, skin cancers are most common in older people over the age of 50. Because of the gravity of this problem, it is vitally important that all individuals, especially those in the highest risk groups, understand how to recognize the signs of skin cancer and call it to the attention of their doctor, preferably someone with expertise in skin disorders. If there is suspicion that a spot may be skin cancer, a biopsy must be performed to make a diagnosis before treatment is undertaken. Getting an accurate diagnosis from the biopsy is critical as different treatments are used for different skin disorders, and if the lesion turns out to be benign, no treatment at all may be required. What many patients and surprisingly many doctors, especially non-dermatologists, do not understand, however, is that there is significant variation in the accuracy of different pathology labs depending on who is performing the examination of the biopsy. Many doctors try to reassure their patients that they are "sending the specimen to the lab." What you should ask your doctor is, "Which lab and who's going to be reading my biopsy"? CHANGING TIMES Years ago and still in many cases today, doctors, especially dermatologists, developed close working relationships with pathologists known as dermatopathologists, who are specially trained to interpret skin biopsies. With the ongoing evolution of health insurance companies, national laboratory companies made bids to provide laboratory services, mainly blood tests, for managed care plan patients. Because health insurance companies often look at all lab services as one, many of the specialized areas of pathology, such as dermatopathology, where an expert performs the service, were lumped into the same category as blood tests performed by a machine with no need for physician interpretation. Furthermore, there are cost pressures that discourage non-experts from seeking consultative second opinions from experts. SERIOUS CONSEQUENCES A misread specimen can have serious consequences for a patient. Failure to diagnose skin cancer, especially melanoma, can result in a disease that can be cured, turning into a deadly process. On the other hand, overdiagnosis of something benign as cancer can lead to loss of insurance or significantly increased insurance premiums, not to mention unnecessary and sometimes disfiguring surgery. In some cases, patients simply go for months, sometimes years, with no diagnosis or an erroneous one. In addition to poor patient care, inaccurate lab results can lead to legal liability and increased health care costs. DEPENDING ON EXPERT DERMATOPATHOLOGISTS The most critical key to accuracy involves the expertise of the person who is reading your biopsy. While board-certified dermatopathologists are certainly the best trained to read skin biopsies, some general pathologists with interest and experience in dermatopathology can do a good job, especially if he or she has access to consultation with a board-certified dermatopathologist. In the ultimate analysis, it's not the label of the person who evaluates the slide that matters but his or her competence, said the late A. Bernard Ackerman, M.D. As a rule, Dr. Ackerman always noted that a board-certified dermatopathologist is best equipped to render an accurate diagnosis of a skin lesion that is difficult to diagnose under the microscope, a phenomenon that is surprisingly common. CHALLENGING LESIONS Expertise becomes even more crucial in lesions that are difficult to interpret. Some subtle skin disorders, such as mycosis fungoides, a rare type of skin lymphoma, require very special expertise to make the right diagnosis. Non-cancerous skin diseases due to inflammation, such as rashes, can be diagnosed accurately only by dermatopathologists. Other challenging diagnoses are diseases that produce blisters such as bullous pemphigoid, pemphigus, and epidermolysis bullosa. WORRISOME TREND Some health insurance companies require physicians to send specimens to a specific lab that may or may not have an individual with expertise in dermatopathology. Many health insurances have instituted programs to penalize physicians who fail to utilize contracted laboratories, a practice that has received criticism from many physicians across the U.S. Many dermatologists choose to opt-out of contracts in which the biopsies are "steered" to a non-desired lab. They fear that these labs might not provide complete service for their patients and pose a malpractice risk to them. THE IMPORTANCE OF COMMUNICATION Communication is another important factor in making sure your doctor gets the "right" answer in your skin biopsy. When your doctor, especially a dermatologist, performs a biopsy, he or she is not sending out a simple blood test to a nameless lab. He or she needs to know who the pathologists are and work with them. Some specimens can present subtleties that are quite difficult to interpret. Arriving at a correct diagnosis requires a good treating physician who can relay information between the doctor performing the biopsy and the pathologist. Lines of communication have to be open both ways so that the doctor can call the pathologist to ask questions about a result, and the pathologist can call the doctor when he needs clinical clarification. Unfortunately, in many labs, it is difficult to reach any pathologist to discuss a case. Furthermore, it is often necessary for a slide to be sent back to the doctor because the patient is going for a second opinion or for additional treatment. "It is often difficult to get slides from some labs," notes Dr. Clay Cockerell. OTHER SIGNS OF QUALITY High-quality labs perform daily quality control, and most perform special studies when required, such as immunophenotyping. They also comply fully with state, federal, and other regulations. A lab having accreditation is also a sign of quality because obtaining and maintaining certifications takes time and requires the passage of rigorous inspections. RAISING COMPLAINTS As many health insurance companies attempt to "steer" biopsies to large corporate labs with which they have a contract, it is quite possible that your doctor is not happy with the quality of the lab but feels compelled to use it nonetheless, especially if there is a risk of a penalty. If you or your doctor is not happy with the quality of service from a lab, a number of different steps can be taken. Generally, the first step is a letter from your doctor and, in some cases, from the patient addressed to the health insurance company expressing complaints. In response, the health insurance company may agree that your doctor can send the specimen to the lab of his choice. Another, although less satisfactory solution, is that your doctor can insist that the lab have a board-certified dermatopathologist on staff. That's not a substitute, though, for having someone read your specimens whom your doctor knows and trusts. Finally, another option is for the patient to pay for the biopsy interpretation out of pocket. Surprisingly, however, many patients are reluctant to do so because they feel as if they need to "get their money's worth" and go with what the insurance plan will pay for, even if the expense is relatively low. Many people have no problem shelling out $100.00 or more for things such as a dinner out on the town, but when it comes to paying for an expert interpretation of a skin biopsy that could save his/her life or that of a family member, they balk. BOTTOM LINE Ask your doctor where he or she would send the biopsy if it was from one of his or her family members. Then request the same for yourself. ABOUT CLAY J. COCKERELL, MD, JD, MBA Dr. Clay J. Cockerell is a world-renowned specialist in treating and diagnosing skin disorders and has diagnosed over three million biopsies. An internationally recognized pioneer in his field and double board-certified in dermatology and dermatopathology, Dr. Cockerell has been practicing medicine since 1986. He is currently the Founder & President of Cockerell Dermatopathology and the Program Director of the Health Education Services dermatology residency program sponsored by the Lake Granbury Medical Center. Also, Dr. Cockerell sees patients a few days per month to assist with resident training and to keep his clinicopathological skills sharp. Dr. Cockerell has held numerous leadership positions within several highly regarded medical associations. Most notably, he served as the President, Secretary & Treasurer and a member of the Board of Directors of the American Academy of Dermatology, President of the Texas Dermatological Society, and President of the Dallas Dermatological Society. Also, Dr. Cockerell holds leadership roles as Founder and President of Cockerell Dermatopathology and a former AmeriPath Board of Directors member. Dr. Cockerell and his wife, Brenda, had a lifelong dream of producing wine and, in 2005, purchased a vineyard in Calistoga, California. They now produce wine under the Coquerel Family Wine Estates label. Dr. Cockerel and Brenda have two children, Charles and Lillian, and they have been married for forty-six years. In addition, Dr. Cockerell and Brenda enjoy traveling, golf, and winter sports. ABOUT COCKERELL DERMATOPATHOLOGY The Cockerell Dermatopathology story begins with Dr. Clay J. Cockerell's vision to establish a practice whose mission is to treat each specimen as if it came from one of own family members. Family! At Cockerell Dermatopathology, every employee is driven by a relentless pursuit of diagnostic excellence. We specialize in evaluating dermatologic disorders, tackling cases ranging from the routine to the most challenging. Our practice continuously invests in cutting-edge technologies to best serve each referring clinician and their patients. These innovations result in higher-quality diagnostic slides, quicker turnaround times for routine cases, and seamless deployment of EMR interfaces. From an educational perspective, Cockerell Dermatopathology is more than a dermatopathology practice. We host numerous in-person and internet-based education events and boast a state-of-the-art 14-headed microscope for dermatology resident training sessions. Our services extend beyond borders, serving hundreds of clinicians in Texas, throughout the United States, and globally. With a highly accessible team of board-certified dermatopathologists and a dedicated support staff, our vision is simple yet profound. Family, we treat every specimen as if it were from one of our own family members. Previous Next

Aaron Farberg, MD < Back Aaron Farberg, MD Faculty Aaron S. Farberg, M.D. is a double board-certified dermatologist and fellowship-trained Mohs surgeon that specializes in skin cancer, inflammatory diseases, and cosmetic dermatology. Dr. Farberg is a summa cum laude graduate of Emory University and continued his education at the University of Michigan, where he received his medical degree. Dr. Farberg’s post-graduate training includes additional residency years at the University of Michigan in Plastic and Reconstructive Surgery and, in New York, as a clinical research fellow in association with the National Society for Cutaneous Medicine and New York University. He then remained in New York, completing another residency in Dermatology at the Icahn School of Medicine at Mount Sinai Hospital, where he served as chief resident. In addition to treating patients, Dr. Farberg has been a clinical investigator on numerous studies, including FDA clinical trials. He is an accomplished author and has published over 100 articles in professional medical journals. He serves as a member of the editorial board for several medical journals including Dermatology & Therapy and SKIN. Dr. Farberg also founded the Dermatology Science and Research Foundation to provide dermatology education to his patients and peers. Dr. Farberg has been recognized as one of Dallas’s leading dermatologists with numerous awards and honors. He most recently was ranked by his dermatology colleagues in Newsweek Magazine as the #1 medical dermatologist in Texas and #6 in the entire country. While in New York he served as a consultant dermatologist for the New York Yankees. PS Home

Carina Woodruff, MD < Back Carina Woodruff, MD Faculty Dr. Carina Woodruff is a board-certified dermatologist who cares for patients with a wide variety of skin conditions, including acne, eczema, psoriasis, benign growths, moles, skin cancer, and autoimmune or infectious skin diseases. She has a special interest in contact and occupational dermatitis and specializes in patch testing, a technique used to identify chemicals that can cause rashes on the skin. She believes in a holistic approach to skin care, considering how mental health, overall wellness, work, and environmental exposures can impact the course and treatment of skin conditions. She is the Director of the Epiphany Skin Allergy Institute in Dallas, Texas. Before joining Epiphany, Dr. Woodruff was an assistant professor of dermatology at the University of California, San Francisco where she was also Associate Director of the Contact Dermatitis Unit and Director of Medical Student Education. Her formal education and training include: Harvard University (Cambridge, MA) – BA, Social and Cognitive Neuroscience (summa cum laude) Yale School of Medicine (New Haven, CT) – Doctor of Medicine Kaiser Permanente Medical Center (Oakland, CA) – Internal Medicine Internship University of California, San Francisco (San Francisco, CA) – Dermatology Residency Dr. Woodruff’s ongoing involvement in research has facilitated a host of publications in major dermatology journals. She enjoys teaching medical students and residents and has lectured at international conferences. She is a diplomate of the American Academy of Dermatology (AAD), and an active member of the Women’s Dermatologic Society (WDS), the American Medical Association (AMA), and the American Contact Dermatitis Society (ACDS), where she serves on the committee of health policy. Dr. Woodruff is originally from São Paolo, Brazil and is fluent in Portuguese. She grew up in Orlando, Florida. In her spare time, she enjoys exploring Dallas, yoga, traveling, and spending time with her husband, daughter, son, and her two King Charles Spaniels. PS Home

Whitney High, MD, JD, MEng < Back Whitney High, MD, JD, MEng Faculty Professor of Dermatology Vice-Chairman, Dermatology Director of Dermatology Clinic Director of Dermatopathology Laboratory, University of Colorado Whitney A. High, MD, MEng, a native of Colorado, is the Vice Chairman of Dermatology, and the Director of both the Dermatology Clinic and the Dermatopathology Laboratory at the University of Colorado. He is board-certified in Dermatology and Dermatopathology. He also has certification in Tropical Medicine & Hygiene. After practicing as a chemical engineer in the industry, Dr. High returned to medical school to receive his medical degree from the Mayo Clinic School of Medicine. Dr. High completed his dermatology residency training at the University of Texas Southwestern Medical Center, serving as Chief Resident. He completed his dermatopathology fellowship at the University of Colorado. Dr. High is appointed to the Departments of Dermatology & Pathology at the University of Colorado. His research laboratory was the first in the world to discover gadolinium in the tissue of patients with nephrogenic systemic fibrosis. Dr. High also has a degree in law from the University of Denver. He has authored 4 textbooks, 40 chapters, and more than 80 medical papers. He has served as an editor/editorial board member in many top medical journals in his fields. Dr. High’s current research interests include: Pigmented lesions Medicolegal issues Infectious disease/sexually transmitted disease Pharmacological and toxicological dermatology/dermatopathology Advanced biochemical testing applied to dermatology/dermatopathology PS Home

Skin cancer epidemic.Cockerell Dermatopathology: Committed to Excellence < Back Cockerell Dermatopathology: Committed to Excellence Brand McCarley Feb 18, 2022 Skin cancer epidemic. There is an epidemic of skin cancer in the United States and Texas has one of the highest rates of incidence. Statistically one person dies each hour from skin cancer and melanoma, the deadliest form of skin cancer. When your doctor, usually a dermatologist, suspects that a lesion might be skin cancer, they perform a minor surgical procedure to obtain a skin biopsy for diagnosis. It is very important that the skin biopsy diagnosis be accurate so that your doctor can formulate the best possible treatment plan. While most patients think a lab is just a lab, there can be a significant quality difference of the diagnostic abilities between laboratories. Dermatopathologists are highly trained physicians who examine tissue specimens under a microscope, use the medical information shared by the doctor and consult with him or her as necessary. This personal service and collaboration between your doctor and dermatopathologists helps ensure the most accurate diagnosis. In today’s ever changing healthcare environment, patients now have more control over their healthcare choices. When it comes to diagnosing skin, hair and nail disorders, Clay J. Cockerell, MD has personally diagnosed over three million specimens and annually renders over 5,000 expert consultations for other pathologists. Dr. Cockerell and his team of dermatopathologists conduct daily case reviews, which allow multiple dermatopathologists to review difficult cases. Dr. Cockerell also sees patients and evaluates clinical pictures of skin disorders as do the dermatopathologists who work for him as they have training in both dermatology and pathology. Patients have a choice when it comes to who they want to evaluate their biopsy and they can request that it be sent to Cockerell Dermatopathology. ~~~~~~~~~~~~~~~~~~~~~~~~ ABOUT CLAY J. COCKERELL, MD, JD, MBA Dr. Clay J. Cockerell is a world-renowned specialist in treating and diagnosing skin disorders and has diagnosed over three million biopsies. An internationally recognized pioneer in his field and double board-certified in dermatology and dermatopathology, Dr. Cockerell has been practicing medicine since 1986. He is currently the Founder & President of Cockerell Dermatopathology and the Program Director of the Health Education Services dermatology residency program sponsored by the Lake Granbury Medical Center. Also, Dr. Cockerell sees patients a few days per month to assist with resident training and to keep his clinicopathological skills sharp. Dr. Cockerell has held numerous leadership positions within several highly regarded medical associations. Most notably, he served as the President, Secretary & Treasurer and a member of the Board of Directors of the American Academy of Dermatology, President of the Texas Dermatological Society, and President of the Dallas Dermatological Society. Also, Dr. Cockerell holds leadership roles as Founder and President of Cockerell Dermatopathology and a former AmeriPath Board of Directors member. Dr. Cockerell and his wife, Brenda, had a lifelong dream of producing wine and, in 2005, purchased a vineyard in Calistoga, California. They now produce wine under the Coquerel Family Wine Estates label. Dr. Cockerel and Brenda have two children, Charles and Lillian, and they have been married for forty-six years. In addition, Dr. Cockerell and Brenda enjoy traveling, golf, and winter sports. ABOUT COCKERELL DERMATOPATHOLOGY The Cockerell Dermatopathology story begins with Dr. Clay J. Cockerell's vision to establish a practice whose mission is to treat each specimen as if it came from one of own family members. Family! At Cockerell Dermatopathology, every employee is driven by a relentless pursuit of diagnostic excellence. We specialize in evaluating dermatologic disorders, tackling cases ranging from the routine to the most challenging. Our practice continuously invests in cutting-edge technologies to best serve each referring clinician and their patients. These innovations result in higher-quality diagnostic slides, quicker turnaround times for routine cases, and seamless deployment of EMR interfaces. From an educational perspective, Cockerell Dermatopathology is more than a dermatopathology practice. We host numerous in-person and internet-based education events and boast a state-of-the-art 14-headed microscope for dermatology resident training sessions. Our services extend beyond borders, serving hundreds of clinicians in Texas, throughout the United States, and globally. With a highly accessible team of board-certified dermatopathologists and a dedicated support staff, our vision is simple yet profound. Family, we treat every specimen as if it were from one of our own family members. Previous Next

Heather Goff, MD < Back Heather Goff, MD Faculty Heather W. Goff, M.D., M.P.H., is an Associate Professor in the Department of Dermatology at UT Southwestern Medical Center. She is an American Board of Dermatology-certified general dermatologist with special expertise in evaluating and treating cutaneous lymphoma. Dr. Goff earned her medical degree at the University of Texas Health Science Center at San Antonio, where was a member of the Alpha Omega Alpha honor medical society and also completed an internship in internal medicine and a residency in dermatology. She holds a Master of Public Health (International Health) from the University of Texas Health Science Center at Houston, as well as a Bachelor of Fine Arts (Studio Art) from Texas Tech University. She joined the UT Southwestern faculty in 2014. Active in training the next generation of dermatologists, Dr. Goff is a recognized leader in dermatology student education both at UT Southwestern and nationally. Her many professional honors include the Department of Dermatology’s 2015 Outstanding Teacher Award and the American Academy of Dermatology’s Presidential Citation for Basic Dermatology Curriculum in both 2013 and 2017. Dr. Goff’s research interests include cutaneous lymphoma, medical education, mycosis fungoides, and preventive medicine/health promotion. She takes part in some of the UT Southwestern-based clinical trials to evaluate cutaneous lymphoma treatments. She is a member of professional organizations that include the American Medical Association, American Academy of Dermatology, United States Cutaneous Lymphoma Consortium, International Society for Cutaneous Lymphoma, and Women’s Dermatology Society. PS Home

Business 201 Faculty < Back Clay Cockerell, MD, MBA, JD President & Founder Cockerell Dermatopathology , Founder & President Health Education Services sponsored by Lake Granbury Medical Center, Program Director, Residency Program Dermpath On Demand , Co-Founder & Educational Director Dr. Clay J. Cockerell is a world-renowned specialist in treating and diagnosing skin disorders and has diagnosed over three million biopsies. An internationally recognized pioneer in his field and double board-certified in dermatology and dermatopathology, Dr. Cockerell has been practicing medicine since 1986. He is currently the Founder & President of Cockerell Dermatopathology and the Program Director of the Health Education Services dermatology residency program sponsored by the Lake Granbury Medical Center. Also, Dr. Cockerell sees patients a few days per month to assist with resident training and to keep his clinicopathological skills sharp. Dr. Cockerell has held numerous leadership positions within several highly regarded medical associations. Most notably, he served as the President, Secretary & Treasurer and a member of the Board of Directors of the American Academy of Dermatology, President of the Texas Dermatological Society, and President of the Dallas Dermatological Society. Also, Dr. Cockerell holds leadership roles as Founder and President of Cockerell Dermatopathology and a former AmeriPath Board of Directors member. Dr. Cockerell and his wife, Brenda, had a lifelong dream of producing wine and, in 2005, purchased a vineyard in Calistoga, California. They now produce wine under the Coquerel Family Wine Estates label. Dr. Cockerel and Brenda have two children, Charles and Lillian, and they have been married for forty-six years. In addition, Dr. Cockerell and Brenda enjoy traveling, golf, and winter sports. http://www.dermpath.com Business201 Home

Business 201 Faculty < Back Mark Spalding Executive Wealth Manager For two decades, Mark has advised high net worth individuals and families experiencing a variety of financial issues including divorce, business sales, retirement planning, and inheritance. Mark brings to FPA his extensive experience providing financial and wealth management advice, which in many cases includes wealth preservation and income strategies as the cornerstone of the portfolio design and construction. He takes special care to tailor each portfolio to meet the unique requirements, specific goals and objectives, and stated risk tolerance of each client. Mark is regularly engaged by other professional advisors, CPAs, and attorneys whose clients require financial advice on such matters as property division recommendations, tax and wealth preservation strategies, and asset allocation recommendations. Mark transitioned into being a financial advisor after many years of practicing law. In that role, he regularly worked with clients experiencing large financial transactions, noting that the all too frequent lack of effective planning for major life events left many legal clients bereft of their financial goals. Mark’s legal expertise enhances his financial advice and adds a layer of comfort to clients facing complex financial issues. By applying a proper balance of both disciplines, he more ably helps clients plan for their futures and build portfolios that account for taxes and estate planning laws. Outside of work, Mark enjoys spending time with his wife and three children. He’s served on the boards of several non-profit organizations focused on veterans and children. He is an avid athlete, having played college football at UCLA, but he has since replaced his cleats with snowboard boots, golf clubs, and a fishing pole. Mark is a former Marine Corps officer who deeply values integrity, honesty, and loyalty in his relationships. http://www.finplaninfo.com Business201 Home