About Mark Reader, CPA, MST, PFS, CGMA

Meet Mark Reader

Mark Reader, CPA, MST, PFS, CGMA

Accountant and CPA. Experienced. Accessible. Accountable.

Mark has more than 25 years of accounting and financial-management experience. His work has included controller, senior accountant, general ledger accountant, financial accountant, and financial-close responsibilities.

Account access begins with the current record.

Distribution Wise works with clients who need to locate an account, determine whether money may be available, or prepare an account distribution request.

We review account records, current provider options, distribution paperwork, and the tax questions connected with the transaction. Where another professional’s work is needed, we identify the question that should be addressed before the request proceeds.