MP

Mark W. Pfister

Capital Gains Deferral Specialist at Estate Planning Team

Mark W. Pfister currently serves as a Capital Gains Deferral Specialist at Estate Planning Team, where the focus is on wealth succession planning through the Deferred Sales Trust™. In addition to this role, Pfister founded Pfister Financial Services in 1988, providing comprehensive financial counsel for individuals, families, and business owners across the nation. Since January 2015, Pfister has also held the position of Director of Advanced Planning at TCP Asset Management. Pfister's educational background includes an undergraduate degree from The Ohio State University and graduate studies at Miami University.

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams