Our family has relied on Mark’s expertise for close to twenty years. He has personally guided me through retirement planning and implementation. We are now in the process of estate review. Mark has impressed my adult children that they are now his clients. Mark is a communicator. He is able to explain his investment and insurance decisions clearly. I feel confident in allowing him to make investment decisions on behalf of our family. Mark is analytical, as he originally trained as an engineer. With his background of experience, he sees a bigger picture than most.