Mark Foreman CPA®
Mark has dedicated his career to accounting, audit and taxation.
With 24 years in financial services, Mark Foreman is a Certified Public Accountant and managing partner with Foreman & Airhart.* Mark focuses on comprehensive asset management, tax strategies, risk tolerance adjustments, and estate planning to help clients secure their financial futures. His clients include retirees, business owners, professionals, and families.
Mark’s client-first approach follows the CPA Code of Ethics, valuing each client’s unique situation. He collaborates to create a personalized plan that aligns investment opportunities with clients’ risk tolerance, establishing clear, measurable goals in a written plan. Once the financial plan is in place, Mark reviews insurance needs and helps update estate plans to ensure a smooth financial transition.*
Originally from Louisiana, Mark attended the University of Southern Louisiana. He is a long-time member of the Minnesota Society of CPAs, the American Institute of CPAs, and the Society of Louisiana CPAs. Now residing in Bloomington with his family, he enjoys outdoor activities, music, and community involvement.
*United Planners Financial Services (UPFS) does not endorse this firm and is not affiliated with UPFS. Clients should evaluate the firm’s services independently. Capital Advisory Group Advisory Services and United Planners do not provide tax or legal advice but collaborate with clients and their legal advisors on estate planning.
