Mark’s approach is pleasantly personal. He is upfront; he thoughtfully answers my questions and takes the time to ensure I understand. Mark is easily accessible, and he will reach out with key dates if I am not on top of my milestones. I feel confident knowing that I have an expert in his field to go to when I need guidance for insurance planning needs, as can happen in periods of transition. This is a relationship we will have for the long-term, and Mark has invested in it from the beginning. I look forward to our meetings and I highly recommend his services.