Mark Reynolds, CPA

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Retirement Plan & Private Company Advisor

Mark leads Jones & Roth’s Retirement Plan Services practice, helping business owners and plan sponsors design, administer, and optimize retirement plans that support both organizational goals and participant retirement success. He is passionate about helping employers create meaningful retirement benefits while navigating the complexities of plan design, compliance, and long-term planning. 

Mark works with businesses of all sizes to develop retirement plan strategies that maximize opportunities for owners and employees alike. His experience includes retirement plan design, Third-Party Administration (TPA), compliance testing, Form 5500 preparation, and ongoing plan consulting. He takes a proactive approach to helping clients evaluate plan options, understand regulatory requirements, and create retirement programs aligned with their workforce and business objectives. 

As a leader in both the Retirement Plan Services and Retirement Plan Audit practices, Mark brings a comprehensive understanding of the retirement plan landscape. His ability to view retirement plans from both the administration and audit perspectives helps clients navigate challenges, manage risk, and maintain confidence in their plan operations and compliance processes. 

In addition to retirement plan design and administration, Mark works closely with business owners and plan sponsors on retirement plan investment considerations and long-term financial strategies. He helps clients evaluate options, align plan objectives with business goals, and create retirement programs that support the financial well-being of both owners and employees. By integrating plan design, compliance, and investment planning, Mark provides practical guidance that helps clients make informed decisions for the future.

Mark also provides assurance services to privately held businesses as a member of Jones & Roth’s Private Companies client niche. He works with local business owners and management teams on audits, reviews, and compilations, helping them present reliable financial information that supports lending relationships, business planning, ownership transitions, and strategic decision-making. He enjoys helping business leaders better understand their financial information and use it to achieve long-term success. 

Known for his collaborative approach and commitment to client service, Mark values building long-term relationships and serving as a trusted resource to business owners and plan sponsors. He enjoys helping clients navigate important decisions with confidence while supporting the growth and success of their businesses and employees. 

As part of Jones & Roth’s proudly independent and Oregon-rooted leadership team, Mark is committed to making a positive impact for clients, team members, and the communities they serve. He believes the best results occur when the right people work together with expertise, integrity, and a shared commitment to success.

Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Jones & Roth and Cetera are not affiliated.