Mark has over 30 years of experience working with businesses, not-for-profit organizations, and governmental entities throughout the United States. He has directed and managed hundreds of consulting engagements during his career. Mark specializes in working with boards, councils, and senior management of organizations from a wide range of industries, including agriculture, architecture, construction, engineering, energy, financial services, government, healthcare, higher education, manufacturing, not-for-profit, retail, technology, and telecommunications.
Jay has been with Moss Adams LLP since 2001, and leads the firm's Wealth Services Practice for both the Santa Rosa and San Francisco offices. He focuses on ownership succession strategies and estate planning for closely held business owners and their families and provides estate and tax planning for high net worth individuals and their families.