Mark J. Alaimo, CPA/PFS, CFP®, MSFP

Principal

Mark has been instrumental in supporting the operations of Wealth Management Advisors, LLC since January of 2005. Mark serves as a Principal of Wealth Management Advisors as well as serving as a Manager within the Tax Department of Sullivan Bille PC, CPAs.

He is currently responsible for supporting and managing all areas of client service, including the preparation of financial plans, account setup and maintenance, investment recommendations, tax preparation, meeting preparation and numerous other tasks.

Prior to joining Wealth Management Advisors, Mark was an intern with the Corporate Tax Department of Liberty Mutual Group in Boston, MA, and held several positions with Lawrence Savings Bank formerly of North Andover, MA.

Mark is a licensed Certified Public Accountant (CPA), a Certified Financial Planner™ Practitioner (CFP®) and has been designated a Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants. Mark received a Bachelor of Science in Accountancy with a minor in Law, a Master of Science in Financial Planning and a Graduate Certificate in Taxation, all from Bentley University.

Mark is an active member of the Financial Planning Association of Massachusetts (FPA), the AICPA Personal Financial Planning Division and the Massachusetts Society of Certified Public Accountants (MSCPA). Mark serves on the Parish Finance Council at Saint Monica Parish in Methuen, MA. He also served as Chairman of the Parish Finance Council at Saint Mary of the Assumption Parish in Lawrence, MA and on the School Board of Saint Monica School in Methuen, MA. Mark is actively involved with the Ancient Order of Hibernians in America in Lawrence, MA, Knights of Columbus Council 14725 in Methuen, MA and in both local and district Boy Scouts of America activities as an Eagle Scout.

Mark resides in Methuen, MA with his wife Meredith and their children Julia and Dominic.