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Mark A. Stempel
The vision for Mark Stempel & Associates had its birth when Mark was working as a tax auditor for the IRS in the late 1980s. He became aware that many middle income individuals and families lacking appropriate advice ended up paying far more than their fair share in taxes. Years later, as an Enrolled Agent with his own tax practice, Mark saw firsthand how the financial services industry took advantage of the trust and lack of experience of his clients by selling them financial products that they had no need for.
Mark decided that he was unwilling to allow his clients to be taken advantage of any longer. He decided to obtain the Certified Financial Planner designation so that he could better serve and educate his clients regarding their finances. Mark had no desire to sell financial products, rather he wanted to offer objective financial and tax advice to those who could benefit from it the most; middle income individuals and families. Many in the financial services industry told Mark that it simply was not possible to earn a living providing fee-only financial advice to middle income families, that in order to make it as a financial advisor one needed to serve only the very wealthy. Fortunately, Mark met and was mentored by Bert Whitehead of Cambridge Connection where he learned the Cambridge System for providing fee-only comprehensive financial planning to middle income families.
Mark Stempel & Associates grew out of Mark's commitment to provide the same quality of tax and financial advice that many wealthy individuals were able to obtain but which was simply not available to middle income families. As an acknowledgment of his contribution and expertise in the area of financial planning, Mark was recently selected to co-author a book entitled "Create the Business Breakthrough You Want: Secrets and Strategies from the World's Greatest Mentors". The book has received ringing endorsements from both Dr. Stephen Covey and Ken Blanchard.
As the father of an eleven year old daughter, Mark is committed to educating families so that they are able to take responsibility for the quality of their financial lives and make informed choices that contribute to their ongoing financial success. The staff of Mark Stempel & Associates share Mark's commitment to the financial education and success of middle income individuals and families. |
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Ardee Baxter
Ardee joined Mark Stempel & Associates as a financial paraplanner in October 2005. She is an accounting major and has a B.A., magna cum laude, from Linfield College. Ardee is an Enrolled Agent and an Investment Adviser Representative. Prior to moving to Tucson in September 2005, she ran her own accounting and tax business in Bend, Oregon for the last eight years. When she's not working Ardee enjoys traveling, scuba diving, and riding motorcycles.
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Shannon N. Sommer
Shannon joined Mark Stempel and Associates as the Client Relationship Manager in August, 2008. She holds a Bachelor of Arts degree from Northern Arizona University with a major in Organizational Communication and focus in Business Management. She has successfully completed the Alliance of Cambridge Associates Paraplanning curriculum and other various courses in Tax Preparation. When she’s not working, Shannon loves spending time with her family and enjoys riding and training her beloved Spotted Saddle horse, Apache.
To view frequently asked questions about our firm and services, please go here. |
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©2010 Mark A Stempel. All rights reserved.
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