“We have trusted Mark with our financial health and goals for over 10 years. What really speaks to us is his approach of weaving together not only our financial goals, but also our physical, emotional, social, and most importantly, spiritual goals. We love that Mark prays with us before starting our meetings, genuinely rejoices with us when we share good news, and handles the hard conversations with grace and honesty. We trust that Mark invests our money with the same consideration he does his own, and respect his consistent demonstration of unwavering integrity, kindness, and passion for his client's success. With Mark we feel cared for, heard, and involved in decisions, which gives us confidence in our future.” Bill & Karen Covey