-
March 2022 by Jackie Crow
I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.
-
April 2021 by Candace F.
Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family situation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%.Thank you so much mark! I can never repay you for what you do for my family.Candace Freeman
-
May 2020 by Eric Alexander
I’ve worked with Mark for a number of years. He’s great. I like that he truly cares about me and my family and is always making sure that we are going to be okay.
-
August 2019 by Steve H.
Mark was referred to my wife and I by a friend. We wish we would have met him years ago. He has a calm demeanor about him, explains things in a way we can understand and doesn't talk down to us. Even though we have been investing for decades we learned more after one meeting than we had learned the rest of the years combined. Mark was also able to help us make sense of all of the accounts that we have and explain how each one is effected by taxes. We liked how he made a plan that was personalized to us. We wish we would have known about the way the taxes impacted each of the accounts a long time ago. After meeting with Mark it was an easy decision to work with him.
