I want to personally thank you for visiting our website. I know that choosing a financial planner is one of the most important decisions you will ever make, and it is my sincere hope that you will spend enough time on the site to get a glimpse of what makes us different. From our investment philosophy to our client experience, I encourage you to become familiar with our team, resources, and upcoming events.
I have been working in the finance and investment industry for over 20 years. This is not just a job for me, but a passion. After growing up and observing my mother, a single parent of five children who struggled having to work two jobs, it became my mission to help people change their lives through partnership, creativity and performance. My practice has evolved over the years, but my passion has remained steadfast. I will continue to be your most trusted advisor through professional knowledge, integrity and personalized service. We have learned to help clients with sophisticated financial issues and challenges over the years, although we derive our greatest appreciation from the long-lasting relationships developed along the way.
Our focus is to help others attain the life they have always wanted, and to be an advocate and trusted resource along the way. It is with this goal in mind to also serve the community in which we live by giving back through volunteerism. Serving others, the way we serve our clients, is what life is all about.
We thank you for the continued opportunity to be a resource for you and welcome any feedback you might have to help us be better.
Mark Dutram, CPWA®, CFP®