Mark T. Vicencio, CPA

Founder & President

Mark is one of three founding partners of Lowery Thomas, LLC and is a Certified Public Account and Registered Investment Advisor. For more than 25 years, Mark has been an innovator in the financial services industry bringing tax and investment disciplines under one roof. The goal was to better serve his clients in all aspects of their financial lives. By embracing holistic planning early on, Lowery Thomas has excelled at adding value to each of their clients. 

Before Lowery Thomas, Mark gained his professional experience at two large local CPA firms in Oakland and San Francisco. In 1996, he started his own CPA practice and later, in 1999, was a founding partner of Lowery Thomas, LLC.

He is active with youth sports in Lamorinda having coached football and baseball teams since 2004. In 2010, he founded Lamorinda Passing League to prepare local players for high school football programs. Mark is the freshman head coach for Acalanes High School’s baseball team and is the varsity defensive backs coach for the football team. He enjoys coaching, playing golf, driving sports cars and spending time with his family.

Mark and his wife, Shannon, reside in Orinda and have two boys ages 17 and 21. Mark graduated from the University of California, Santa Barbara with a BA in Business Economics.

  • University of California, Santa Barbara, BA (Business Economics)
  • Certified Public Account, State of California, since 1992
  • Registered Investment Advisor, since 1999
  • California Society of CPAs, San Francisco Chapter
  • American Institute of CPAs
  • National Association of Stock Plan Professionals
  • Series 65, Uniform Investment Advisor

Kenneth G. Cala, CPA, M.S., CFP

Founder & Director of Planning

Ken Cala is a Founder and Principal of Lowery Thomas, LLC. As a CPA and CFP, Ken integrates financial planning, tax and investment advice to his select group of high net worth individuals. Ken advises clients on their company stock plans including employee stock options, ESPP and restricted stock. With his vast experience in multiple disciplines, Ken heads up our financial planning division. 

Prior to Lowery Thomas, Ken worked at Ernst & Young, Kenneth Leventhal & Co. and Hood & Strong CPAs in San Francisco before starting his own CPA practice in 1996.

Ken graduated from the University of California, Santa Barbara with a BA in Business Economics in 1989. In addition, Ken received a Masters in Taxation from Golden Gate University in 1995 and earned a Certified Financial Planners designation in 2003.

Ken enjoys playing golf, coaching, traveling, camping and spending time with his family. He generously volunteers much of his free-time to youth sports in Alameda. Ken also serves on the Board of the Alameda Boys and Girls Club and the Alameda Babe Ruth Association. Ken and his wife, Donna, live in Alameda and have three children ages 12, 18 and 21.

  • University of California, Santa Barbara, BA (Business Economics)
  • Golden Gate University, San Francisco, MS (Taxation)
  • Certified Financial Planner, since 2003
  • Certified Public Account, State of California, since 1991
  • Registered Investment Advisor, since 2001
  • California Society of CPAs, San Francisco Chapter
  • Series 65, Uniform Investment Advisor

David J. Lowery

Founder & Director of Investments

Dave Lowery was a founding partner of Lowery Thomas, LLC in 1999 and is Director of Investments for the firm. He excels advising clients on asset selection and asset allocation. He is in charge of investment research and technical analysis for Lowery Thomas.

He began his career at Prudential Securities and Piper Jaffray in San Francisco after graduating from San Diego State University with a BS in Business Administration with emphasis in Marketing in 1994.

Dave played Quarterback for the San Diego State Aztecs from 1989-93, He holds the school record for most passing yards in game with 568 against BYU in 1991 in front of a packed house at San Diego’s Jack Murphy Stadium.

Dave lends his football expertise to 5th through 8th graders as a volunteer instructor teaching clinics for Lamorinda Passing League. He is also active in youth sports in Pleasant Hill. Dave is an avid golfer, enjoys cooking and spending time with his family. He and his wife, Jennifer, reside in Walnut Creek and have two children ages 7 and 9.

  • California State University, San Diego, BA (Business Administration)
  • Registered Investment Advisor, since 1999
  • Series 7, General Securities Representative
  • Series 63, Uniform Securities Agent State Law
  • Series 65, Uniform Investment Advisor

 

Founding partner Dave Lowery holds the passing record at San Diego State for most yards (568) in a single game against BYU in 1991. Click on logo to see the video:

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