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

Mary Baker

Marketing Manager

Mitch Marquez

Operations Manager


Carol Lindor

SR. Client Service Associate

Manoj John, IACCP®

Chief Compliance Officer & Director of Business Operations

JJ Wright, CFP®

Associate Financial Advisor


Client Service Associate

Andy Hall

Director of Financial Education & Financial Planning Associate

Lucas Baker, CFP®

Financial Advisor


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.