TradesMark Board of Advisors
Our Board of Advisors consists of current and former clients and seasoned industry professionals with deep expertise across key domains and COI categories. Their guidance helps inform our strategy, sharpen our execution, and support the long-term advancement of TradesMark.
Meet Some of the Distinguished Members of Our Board of Advisors
Artin Zakarian, CFP®, CPA
As a former practicing CPA who now advises clients on the wealth management side, Artin brings a rare perspective on how to build referral partnerships where incentives are aligned and all parties benefit.
Erik Klinger, AWMA®,CRPC®
As a founding partner of Oak Gate Wealth Advisors, Erik has built his business largely through strategic CPA relationships, giving him a strong understanding of how to build referral partnerships that create lasting value.
Joe Thomas, AIF® RICP®
As founder of 2065 Wealth Management and president of Everybody Knows Joe, Joe Thomas brings a powerful combination of networking skill and genuine relationship nurturing to his center of influence partnerships.