Mark is one of three founding partners of Lowery Thomas, LLC and is a Certified Public Account and Registered Investment Advisor. For more than 30 years, Mark has been an innovator in the financial services industry bringing tax and investment disciplines together at one firm. The goal was to better serve firm clients in all aspects of their financial lives. By embracing holistic planning early on, Lowery Thomas was a pioneer in comprehensive advice and has excelled at adding value to each of their clients. 

Before Lowery Thomas, Mark gained his professional experience at two large local CPA firms in Oakland and San Francisco. In 1996, he started his own CPA practice and later, in 1999, was a founding partner of Lowery Thomas, LLC.

Mark is active with youth sports in Lamorinda having coached football and baseball teams since 2004. In 2010, he founded Lamorinda Passing League to prepare local players for high school football programs. Mark has coached varsity football at Acalanes High School in Lafayette for the past 7 years. Besides coaching, he enjoys playing golf, driving sports cars, Lake Tahoe, Monterey and spending time with his family and two pets.

Mark and his wife, Shannon, reside in Orinda and have two boys ages 24 and 27. Mark graduated from the University of California, Santa Barbara with a BA in Business Economics in 1989.

• University of California, Santa Barbara, BA (Business Economics)
• Certified Public Account, State of California, since 1992
• Registered Investment Advisor, since 1999
• California Society of CPAs, San Francisco Chapter
• American Institute of CPAs
• National Association of Stock Plan Professionals
• Series 65, Uniform Investment Advisor