AtlasMark Financial
Every Minute Counts When Growing Wealth
Who We Are
AtlasMark Financial is EIP's boutique wealth management firm that serves private, high net worth families across Texas and the United States. By becoming part of our private wealth management group our team will relieve the stress, time and difficulties that come with managing large sums of family or individual wealth.
Typical Clientele
Our private wealth service is best suited for families who are business owners, dentists, doctors, surgeons or retirees. Typical clients have income above $250,000 or an investment portfolio of at least $1 million.
Private Wealth Team
Our team takes a comprehensive look at your financial picture – both your resources and needs. We then work with you to systematically develop a centralized strategy to protect, grow & achieve your financial & wealth objectives.
Tyler Tasset MS, CFP®
Tyler Tasset MS, CFP® graduated from the University of Arkansas with a Bachelor of Business Administration degree in Finance & Accounting and has a Masters in Personal Financial Planning from Texas Tech University.
Erik Anderson CPA, CFP®
Erik Anderson, CPA, CFP®, PFS, AIFA®, Owner and President of AtlasMark Financial graduated from Baylor University with a Bachelor of Business Administration degree in Accounting and a Master of Taxation.
Lisa Schallenberg CPA, QKA
Lisa Schallenberg CPA, QKA obtained her Bachelor of Science degree in Accounting from the University of New Orleans. Lisa has served on the IRS panel as an ERISA consultant and is an adjunct professor at the University of Texas at Austin.
Bruce Rice CPA, PFS, AIFA®
Bruce Rice CPA, PFS, AIFA® assist business owners with personal financial and estate planning needs. His education includes a Bachelor of Science degree in Accounting from the University of Houston.
FOR PROSPECTIVE CLIENTS
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