Biblically-Based Wealth Management

“I've worked with other financial advisors, and Mark undoubtedly stands out. He is proactive in communicating with me, and most importantly, he listens to my concerns and addresses my questions. I found Mark to be a Christian of high integrity who has exceptional knowledge of financial investing and retirement planning. It is a joy to work with Mark, who I trust completely. He is remarkably responsive to my phone calls and emails which I value as a client. I am grateful for his commitment to biblical financial principles and absolutely recommend him!”

“Working with Mark is a great comfort for me. He is a man of integrity with a heart for God and a desire to serve others. Having Mark help us plan for our financial future and manage our investments is something I do with great confidence, because I know Mark will do everything he can to help us meet our goals and always do what is in our best interest.”

“We have trusted Mark with our financial health and goals for over 10 years. What really speaks to us is his approach of weaving together not only our financial goals, but also our physical, emotional, social, and most importantly, spiritual goals. We love that Mark prays with us before starting our meetings, genuinely rejoices with us when we share good news, and handles the hard conversations with grace and honesty. We trust that Mark invests our money with the same consideration he does his own, and respect his consistent demonstration of unwavering integrity, kindness, and passion for his client's success. With Mark we feel cared for, heard, and involved in decisions, which gives us confidence in our future.” 

“Mark has been our financial advisor since 2014. He has a passion and a genuine desire to achieve the best financial results for his clients. We appreciate his dedication to his clients and commitment to biblically responsible investing. He is truly interested in our lives, needs and preferences. Particularly reassuring to us is his trustworthiness and absolute integrity in his dealings with us. We highly recommend him.”