My goal as a financial professional is to help you plan for financial independence. Whether your goals involve building wealth through investing, funding a child's college education, planning for a confident retirement, or protecting your estate, I can help you develop a roadmap to work towards pursuing your goals and make wise decisions to help improve your financial situation.

Mark E. Conard, CFP®, AIF®, RICP® helps his clients pursue their financial goals through detail-oriented approach to financial planning. He provides personalized service, builds lasting relationships, and maintains a disciplined, long term investment outlook. He uses his wide-ranging business experience and background as a basis for creating financial plans unique to each client's goals and aspirations. Mark focuses in various areas of financial planning including, but not limited to: investment planning, retirement planning, estate planning and insurance planning all with an emphasis on meeting his client's needs.