As a small independent firm we focus all our resources, education, and experience on helping our clients. Our clients' success is our success. We strive to answer the questions where am I?, where am I going?, how will I get there?, and how do I protect my plan?

Over the period of decades Mark has created and refined his Blueprint Process. This focused process creates a personalized strategy which answers the above questions. The Blueprint created for each client's unique financial circumstances gives us a framework to determine where I am, where I am going, how I will get there, and how I will protect my plan. 

Mark started his career almost 4 decades ago with Merrill Lynch in the back office and progressed to become a stock broker. Mark spent much time focused on a client's comprehensive needs and not just investment opportunities. This led Mark to join a few insurance companies as Financial Planning became a more important part of his practice. Mark has since moved on to Wealth Management which is the next logical step after Financial Planning. Mark has been a Wealth Manager for the last 10 years and continues his education to offer comprehensive Wealth Management, most recently through the completion of his Masters of Science in Financial Services, MSFS. We may not always be on the cutting edge of financial services for our clients but we are always looking for the next important step to best serve our clients.