Our Team

 

Mark Monkarsh – CFP®       

Mark is focused on helping individuals achieve financial security for their families, estates, and businesses. He has access to a variety of products and services today’s industry offers. Mark will share a process that helps to identify financial goals and introduce innovative strategies designed to help his clients reach their goals. 

For over 19 years, successful individuals have selected Mark as their advisor because of his honesty, integrity and dedication to service. This means that he is focused on the client’s well-being and overall best interest by sharing a process that focuses on their most important goals. The real benefit is the clarity, confidence, and capability to implement a strategy that can best serve his clients.

 

Jessica Dunphy – 


Jessica's primary focus is to sustain and maintain our current client base. She is a lead resource for clients and an integral member of the administrative process. She is responsible for processing all new business and coordinates all activities within each department of the firm. 



Individuals have gained confidence in Jessica because of her knowledge, dedication, and focus to enhancing the client experience. This means she provides vital support to Mark and exceptional service to clients. The real benefit is the precision assurance and overall ability Jessica holds to best serve our client's needs.