Mark Oaks
About Mark Oaks
Mark Oaks is a Financial Representative at Modern Woodmen of America, where he has worked since 2012. He specializes in tax planning and provides financial analysis and recommendations to local business owners.
Work at Modern Woodmen of America
Mark Oaks has served as a Financial Representative at Modern Woodmen of America since 2012. In this role, he engages in annual financial follow-ups with existing clients to ensure their financial plans remain on track. He also contacts local business owners to provide analysis and recommendations on employee benefits. His expertise in tax planning allows him to help clients optimize their tax strategies.
Education and Expertise
Mark Oaks studied at Brigham Young University - Idaho, where he earned a Bachelor's degree in Accounting and Business and Information Systems Technology. His educational background equips him with the knowledge necessary for effective financial planning and analysis. He utilizes tools such as Microsoft Excel and QuickBooks extensively in his work.
Background
Before joining Modern Woodmen of America, Mark Oaks worked as a District Executive for the Boy Scouts of America from 2010 to 2012. His earlier experience includes a role as a Sales Representative at Summit Pest Control LLC from 2004 to 2006 in the Raleigh-Durham, North Carolina area. This diverse background contributes to his understanding of client needs and business operations.
Achievements
Mark Oaks specializes in tax planning, helping clients optimize their tax strategies. His ability to conduct annual financial follow-ups ensures that clients' financial plans remain effective over time. Additionally, his fluency in Spanish enhances his capability to serve a diverse clientele, broadening his reach within the community.