Unlike other advisors who are focused on selling financial products, Mark takes pride in providing a valuable service that is carefully tailored to meet each individual client’s unique needs. In many cases, these needs arise when individuals facing divorce need expert consultation to protect their long-term financial interests. Whatever the need may be, Mark finds fulfillment in his role by developing a long-term relationship with his clients. He considers it both a privilege and an incredible responsibility to be a trusted advisor as clients work to ensure financial security and pursue their long-term goals.

Mark graduated from Liberty University in 2004 with a Bachelor’s degree in Business. Shortly after graduation, he decided to pursue credentials that would enable him to provide a more comprehensive advisory service to his clients. In 2010 he earned his Certified Public Accountant (CPA) license and in 2012 he earned both his Certified Financial Planner™ (CFP®) and his Certified Divorce Financial Analyst® (CDFA®) licenses. He is also a trained Financial Professional in the area of Collaborative Law and serves as Secretary of the Central Indiana Association of Collaborative Professionals.

Mark and his wife, Patricia, reside on the Near Eastside of Indianapolis with their two children, Caroline and Gabriel, and their dog, Joey. At this stage of life he has little free time, but when he does get a moment to relax, he loves doing Crossfit, going fishing, and reading. He and Patricia also regularly participate in mission trips with Hope Road Nicaragua where they focus on orphan care and underprivileged community development.

Jason prides himself on investing the time and attention to become a complete financial partner to his clients. He takes a holistic, personalized approach to financial well-being, providing his clients the tailored guidance and advice necessary to invest based on their needs, help secure their futures, and achieve their goals.

Jason graduated from Ball State University in 1999 with a Bachelor’s degree in Accounting and received his Certified Public Accountant (CPA) license in 2002. After graduating, Jason specialized in providing high-level tax and financial solutions with a national accounting firm where he advised individuals, families, and companies for 10 years. During his time there, he co-founded the financial services division of the firm for the Indianapolis area, helping to build the division from the ground up.

From there, Jason went on to serve as a financial advisor at a nationally recognized brokerage firm for 7 years. During this time, he received his Certified Divorce Financial Analyst license (CDFA®). The insight and expertise he gained during that process is critical to the advocacy he provides clients going through divorce.

Today Jason is actively engaged in helping the legal community understand the financial needs of their clients, especially those navigating the complexities of divorce. He is a regular speaker at the Indiana Continuing Legal Education Forum and the Indianapolis Bar Association.

Jason – a life-long resident of Indiana – is originally from Terre Haute and now resides in Fishers with his wife, Melissa, and their two daughters, Grace and Macy. He is an avid Indianapolis Colts fan and enjoys spending time with his family and playing golf.