Mark J. McGaunn, CPA/PFS, CFP®, has spent over 30 years helping veterinarians and dentists achieve their financial goals through thoughtful, tailored guidance. Fondly known as “the bow-tie guy,” Mark has been invited to share his insights at industry conferences, in leading publications, and at live events across the globe.
What sets Mark apart is his relationship-focused approach. He’s more than a financial advisor—he’s a trusted partner who works alongside his clients, offering personalized solutions and unwavering support. During tax season, Mark’s dedication shines through as he helps clients navigate challenges with a “we’re in this together” mindset. By April 15, his home is often filled with thank-you notes and tokens of appreciation from clients who value his commitment.
Earlier in his career, Mark served as Head of Financial Operations for a $40 million-per-year healthcare agency. This role gave him a unique perspective on managing complex financial systems, which he now uses to help his clients address both day-to-day financial needs and long-term planning.
Why Work with Mark?
Mark takes a collaborative, hands-on approach to financial planning and tax strategy. He’s dedicated to helping veterinarians and dentists make informed decisions about their businesses, from optimizing tax strategies to planning for practice transitions and retirement.
His ability to simplify complex financial concepts ensures clients feel confident in their decisions. Whether celebrating a milestone or guiding a major financial decision, Mark is there every step of the way.
Education:
- Northeastern University: Masters in Taxation
- University of Massachusetts Amherst: Bachelor of Science in Accountancy
Professional Affiliations:
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
Personal:
Outside of work, Mark enjoys spending time with his family, traveling, and swimming. A passionate fan of Crimson Tide football, he named his two beloved dogs, Bama (a Golden Retriever) and Honey (a Newfoundland), in honor of his favorite team.
Mark also has a creative side. He recently rekindled his love of music by learning to play the drums and joining a band focused on ‘80s rock and roll. Evenings often find him in his garage, practicing Van Halen’s Don’t Tell Me What Love Can Do and enjoying the challenge of nailing every beat.
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