What We Do: We offer financial advisory services to business professionals and retirees so they can secure a future free from want.
What We Do: We offer financial advisory services to business professionals and retirees so they can secure a future free from want.
Mark received his Bachelor of Science degree in accounting and finance. He subsequently graduated from California State University, Sacramento with a Master’s of Science in Taxation. Mark is a CERTIFIED FINANCIAL PLANNER™ practitioner and a past president of the Financial Planning Association of Northern California. He also serves as a current board member of Shoulder to Shoulder, a non-profit organization which prepares urban fatherless young men for life.
Mark’s practice focuses on advising small business clients in the Northern California region. In that capacity, Mark brings over 20 years of tax experience to his closely held business clients in the medical/dental, professional, and real estate service industries.
He loves being outdoors, spending time with his kids and working with his hands. His passion is to come alongside business owners and entrepreneurs to help them achieve peace of mind by preparing financially for the retirement years.
Joanna began her career in public accounting at a regional accounting firm in Sacramento. Joanna has focused her 30-year career in tax and business consulting engagements working with all types of entities in a variety of industries. She also has extensive experience successfully representing clients before the related governmental agencies.
Erika brings more than a decade of office management experience to our firm. Her primary role is to serve as the first contact between the firm and our clients. Erika oversees all administrative functions of the firm, including appointments and scheduling, client communications, office operations and procedures.
Problem solving:
Flexibility, smart solutions, creativity, persistence and the ability to think outside the box guide us in resolving complex issues to the benefit of our clients.
Peace of mind:
It means being able to sleep at night. Peace of mind allows clients to relax knowing their financial affairs are being handled by someone with competence, experience and expertise.
Continuous learning:
Continuous self-improvement keeps us relevant in a constantly changing financial environment. Our education and experience is applied in each client engagement.
Relationships:
Strong relationships are built on trust. As advisors, we are fair, honest and unafraid of putting others first. By meeting the emotional needs of our clients, we help reduce fear and anxiety.
Entrepreneurship:
Like our clients, we too are entrepreneurs. Our exposure to client interactions in many businesses and economies put us in a unique position to offer advice.
Whoever is careless with the truth in small matters cannot be trusted with important matters.
Albert Einstein, Physicist