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Our Team

Mark Gatti, EA, CFP®

Tax Specialist; Series 6, 7, and 63

As an enrolled agent with the IRS and CERTIFIED FINANCIAL PLANNER™, Mark is Topsfield Financial Group’s in-house tax expert. With over 30 years of experience in both the tax and financial planning worlds, Mark’s knowledge is an invaluable resource. Having him on hand means that each of our clients’ financial strategies has taken the applicable tax implications into consideration. But like everyone else at Topsfield Financial Group, Mark’s focus isn’t numbers but the people behind them. A teacher at heart (and former special needs teacher), Mark loves to answer questions and help people better understand their tax and financial situation. He and his wife enjoy spending time with their family, church community, and traveling. 

Advisory services offered through Novem Group, an SEC Registered Investment Advisor firm. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member: FINRA, SIPC. Topsfield Financial Group, Novem Group, and APFS are unaffiliated entities.

How Can We Help?

Every day we take the complexity out of financial planning for our clients. We can make it simple for you too, so don’t hesitate to contact us directly if you need someone to look over things with you.

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