The best approach to big financial decisions is surrounding yourself with the right experts, and that is exactly what I found in Mark. From the start, he understood that I needed a partner to help me analyze scenarios, not someone to make choices for me. His ability to deliver accurate information quickly kept me moving forward efficiently during a very busy time. Mark and his team provide the kind of no-nonsense, evidence-based guidance that is rare to find. I’m grateful to have them on my team.