Mark Reynolds is the leader of the Retirement Plan Services team. Mark works with small- to medium-sized retirement plans, focusing on optimal plan design to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans.
Mark is also a leader on the Retirement Plan Audit team, where he helps oversee audit engagements for those plans in need of an annual audit, as required by the Department of Labor. Mark works with retirement plans throughout the Northwest. He is a member of the Assurance Services Management Team and Quality Control Committee.
Mark Reynolds is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
University of Oregon, BS, Accounting / BS, Economics
CPA - Certified Public Accountant
“I’m passionate about helping employees and business owners have the tools and structure in place to reach their retirement goals.”