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Mark Opdahl

CPA, CFP, Principal

         

2626 Howell Street, Suite 700

Dallas, Texas 75204

Main: 214.871.7500

Direct: 214.461.1479

Fax: 214.871.0011

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LICENSED IN:

Texas

EDUCATION:

Texas Tech University

Bachelors of Science in Family Financial Planning

CERTIFICATIONS:

Certified Public Accountant (CPA)

EXPERIENCE

AREA OF FOCUS

AFFILIATIONS

Prior to joining LGT in 2006, Mark received a Bachelor’s degree from Texas Tech University, the nation’s most prestigious financial planning program. Mark was awarded the Certified Financial Planner® designation in 2003, and he gained valuable experience working as a personal financial analyst for Carter Advisory Services. Through a coordinated use of tax, investment, and estate planning tools, he analyzed a client’s current financial position and made recommends to help them achieve their life goals. Today, as a senior tax accountant, Mark devotes a significant portion of his time working with clients in various industries including construction, real estate, and not-for-profit. He received his Certified Public Accountant designation in 2009.

Not-for-Profit

Construction

Real Estate

American Institute of CPAs (AICPA)—Member

Texas Society of CPAs (TSCPA)—Member

Financial Planning Association—Member

 

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