Our Values 

To acknowledge that our clients experience various emotions regarding investing, and we will respect and validate their feelings.

To display integrity, honesty and compassion consistent with our desire to glorify God in all that we do.

Our Mission

Our Mission is to provide our clients with personal, professional and prudent financial planning services that enable them to establish and achieve their financial and life goals. Operating with a client-centered approach, we strive for our clients to be completely comfortable with their financial plan so they do not have to worry about their investments, but rather are free to enjoy the aspects of life that matter most to them…like family, friends, faith and other meaningful pursuits.

 Mark and Todd explain a brief history of the firm.