Welcome St. Mark! 

As a fellow parishioner and parent of three St. Mark School children, our family's roots in the church are deep. I am glad you’ve taken the time to visit our website and hope we’ll have the chance to connect over coffee or a conversation soon.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your financial dreams and goals, and help you to develop a financial plan to accomplish what is most important to you. In my 25 years as a Certified Financial Planner, I have helped several families plan for retirement, provide income, and leave a lasting legacy to their children or charity of choice. 

As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Together we can do more.