Our Story

Finances stir a lot of emotion. Will I have enough to retire with dignity? How can I save for retirement when I am struggling to meet my monthly financial obligations? What will happen to my investments if the market crashes? What can I do to make sure my assets will be used according to my desires after I pass?

We understand. We have asked those questions too.

We designed a process that addresses some of the fears and concerns of investing. This process doesn’t guarantee a specific outcome, but it builds confidence and serves as a guardrail in a culture that is filled with noise.

Our process was born out of a place of need. Although Marc had the financial education and licenses needed to run a successful business, we recognized we were missing solutions to our everyday financial practices. We bought into the idea that consumer debt is unavoidable. Small crises caught us without a financial safety net, turning them into financial crises too. Our retirement savings strategy was inconsistent.

When we got intentional about our finances and implemented a thoughtful strategy, our financial outlook changed. We began to live and invest from a place of financial strength. We want this for our family, friends and clients.

We are delighted to combine our passion for helping others and our professional knowledge. There are a lot of people who offer financial products and services, but fewer who see this industry as an opportunity to make an impact in individuals, families, and communities.

We see first-hand how wise financial stewardship works in the lives of our young adult children. They are practicing what we wish we would have known years ago! We have four young adult sons and are adding daughter's-in-law and grandbabies!

Marc started with a California insurance license in 1999, after spending his early career as a youth pastor and church worship leader. Michelle joined him as his assistant in 2003 and as a registered representative in 2015. We work as a team and utilize each other’s strengths. We have been married more than 30 years and business partners more than 17.

Our family enjoys traveling and between us, we have visited more than 45 states and 25 countries. We love a good book, mountains, and ice-cream. We value freedom, family, and our faith in God.