A trusted partner to help you plan and protect your financial future

Together, we contribute greater experience and knowledge than any individual could offer. We are constantly learning from industry sources to gain knowledge and wisdom that we can proactively apply to your unique circumstances. We meet regularly as a staff both inside and outside the office to build a unified team that cares deeply about every person we serve.

Glenn Mars, CFP®

Founder, President Emeritus

Scott Jewett, CFP®

CEO, Senior Financial Advisor

Brian Mars, CFP®

President & COO, Senior Financial Advisor

Elizabeth Sowle, CFP®

Senior Financial Advisor

Lucas Baker

LUCAS BAKER, CFP®

Financial Advisor 

JJ Wright

JJ Wright, CFP®

Associate Financial Advisor

Andy Hall

ANDY HALL

Director of Financial Education & Financial Planning Associate

MANOJ JOHN, IACCP®

CCO & Director of Operations

Mary Baker

Marketing Manager

Carol Lindor

CAROL LINDOR

Senior Client Service Associate

 

Stacie Mahler

STACIE MAHLER

Client Service Associate

Rebekah Donnelly

ALEJA RUBALCABA

Client Service & Operations Associate

Rebekah Donnelly

REBEKAH DONELLY

Office Care Coordinator

Kim Jewett

KIM JEWETT

Scheduling Coordinator

 

CAREERS

As a small team, we’re honored to work with some truly wonderful people – both coworkers and clients. As our business grows, we are always interested in meeting people who share our values and our commitment to going above and beyond for the people we serve.