Testimonials
“We began working with Mark when our daughter decided to go to college. He was indispensable in helping us evaluate how to best negotiate that complex financial landscape given our specific situation. The trust we established with him lead to our moving forward with his services in helping us design a strategy for our retirement. His in-depth knowledge of all of the components involved, and his ability to explain them to us, has given us confidence in our financial decisions. Mark is always available to answer our questions and concerns. Beyond our bi-annual review calls, he takes the time to promptly answer anything that comes up in between the calls, such as when one of us lost our job unexpectedly. We are impressed with Mark’s professionalism and expertise. We highly recommend him!”
— Tom and Suzy
Tom and Suzy are current clients and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
“Mark's guidance and planning has been essential to our financial health. As we move through kids in college, career shifts and retirement pathways, Mark has helped steward our financial plan so we always understand our options and impacts to our personal balance sheet. He not only brings to the table amazing finance, accounting and math skills, but also a calm, caring demeanor. We were especially thankful for this when we faced a personal health crisis in our family that necessitated a late night call to Mark and a check in on steps we should take for any shifting needed to our overall financial plan. He is available when you need him outside of regular check-ins and we sleep much better at night knowing Mark is there to guide us through life's financial shifts and market fluctuations!”
— Carol Ann
Carol is a current client and was not compensated for the testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
“Mark's knowledge and in-depth financial experience has put us on a successful retirement path we could never achieve ourselves. We appreciate that Mark takes the time to explain and model our options so we can make sound decisions.”
— Scott
Scott is a current client and was not compensated for the testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
“Mark has been an excellent advisor and truly cares for his clients. He's very knowledgeable about investment options including strategies we'd never have thought of on our own. That said, he's never been salesy or pressuring, always kind and thoughtful. Mark takes a holistic approach to our finances, even advising on our accounts that he doesn't manage. We feel very fortunate to have met and started investing with him, he always listens closely to our goals then makes thoughtful suggestions that will really have a positive impact on our future.”
— Ben
Ben is a current client and was not compensated for the testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.