Mark Bates

Mark Bates, CFP, EA, CDFA, is the Chief Operating Officer at Wealthquest, where they lead efforts in enhancing the firm's operational efficiency and leveraging technology for better client service. With over 15 years in the financial industry, Mark began their career at Wealthquest in 2010, initially serving as the team's first Wealth Management Advisor and later as the Director of Financial Planning. They also held a previous role as an Investment Consultant at Fifth Third Securities and served on the Board of Directors as VP at Highland District Hospital. Mark's educational background includes studies in Financial Planning at The Ohio State University and Business Management at Southern State Community College.