Mark Boehm brings over 20 years of experience in retirement and estate planning, income tax mitigation, and asset protection. A graduate of Cornell University and an MBA holder from Southern Methodist University, Mark discovered his passion for helping others build and protect wealth early in his career. As Managing Director of Alpha Wealth LLC, he honed his expertise in creating unique financial solutions for high-net-worth clients, which has become his signature approach in the industry. He is a widely recognized expert and has been quoted in prestigious publications such as U.S. News and World Report, The Boston Globe, and the Dallas Business Journal.

At CannESOT, Mark leverages his extensive experience to provide clients with the tax relief and employee benefit solutions they need without sacrificing equity. His dedication to helping businesses maximize their profitability has led to over 300 successful transactions since 1998. Mark is passionate about ensuring that each client receives personalized solutions that align with their long-term goals, making him a trusted partner for companies across the nation.