Our Team

Mission Statement - Dedicated to providing the highest quality Wealth Management in a caring, friendly and professional environment.

Vision Statement - We believe that Wealth Management is about Protecting your assets and income; Preserving your financial independence; and, Prospering regardless of market conditions.

Our focus is to formulate and implement financial plans that help clients have control over their financial futures. We focus on making sure individuals don’t outlive their assets and are able to keep up with the rising healthcare costs.

Services we provide include wealth accumulation strategies, income continuation planning, and financial security planning for individuals and families. For small business planning we provide key person planning, employee benefit planning, and succession/continuation and exit planning.

Mark has successfully worked with many individuals and groups including:

• Non-profit organizations
• Corporate CEOs and CFOs
• Individuals in the private sector
• A variety of small business owners and employees
• Families and disability

Mark received his Masters of Business Administration from the University of Denver in 1984 and his B.A. degree from Ohio Wesleyan University in 1982. Mark has also earned his Chartered Financial Consultant (ChFC^®) designation in 1994 and his Chartered Life Underwriter (CLU^®) designation in 1996. Mark is a member of the Denver Estate Planning Council.

Mark had provided time and resources  to The Children’s Hospital of Colorado, NAMI Colorado, the National Stroke Association and Colorado Special Olympics.

* Located in Fort Worth, TX

Aprel was born and raised in Texas and boasts 14 years in the financial industry, including eight as an admin. She is heavily involved in her church while serving in the ministry for more than 10 years.

When not in the office Aprel serves as the Lead Pastor’s Assistant, and Prek Coordinator. She enjoys spending time with her family and being outdoors. She has been married to her husband, Dallas, since March of 2011. She has one son, Ezra.

The foodie of the group, Alex has been involved with technology his whole life. He has a great sense of patience and is a delightful teacher for those who might struggle with technology from time to time. He enjoys working with our Advisors to make sure they are compliant and has a lot of experience in training and instructing our Advisors with all things technology. Alex graduated with a Bachelor’s degree in Computer Information Systems, which makes him a valuable asset to the Branch. 

Alex is proud to say he has married his best friend and together they have a beautiful daughter. They all enjoy taking hikes together with their dog. You can find Alex shredding the slopes in the mountains and he is always looking for the next hot restaurant in the metro area. He is fluent in Spanish and loves to learn new languages, he hopes to be fluent in French in the future.