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Mark T. Loeber
Mark has more than 20 years of experience in the area of charitable gift and estate planning. His skill and knowledge have helped thousands of donors as well as financial professionals and enrolled agents with the IRS on advanced charitable and estate planning issues.
He has a degree in Business Management with an emphasis in Economics. He audited courses in law school studying Charitable Gift & Estate Planning in Virginia, and is completing the Certified Financial Planning (CFP) and Certified Gift Planner (CGP) designations.
One of Mark's greatest passions is helping individuals discover which charitable tools and techniques can best provide for the needs of them and their families. |
