Mark Dillon Team
Mark Dillon, CFP®, Vice President, along with client service manager Sheryl Woodard and associate planner Braedon Long, are devoted to helping clients make good, sound financial decisions for today and to plan for a successful financial future. The following Guiding Principles form the foundation upon which they provide their clients with personal financial planning and investment management services:
Keep It Simple… Financial planning can be complex and overwhelming. We help simplify the process by focusing on the most important issues so that decisions can be made with confidence and clarity.
Educate and Inform… It’s not enough for us to give good advice and make good recommendations; we must also provide thorough explanations and educate you on the advantages – and potential disadvantages – of the options and alternatives that are available to you.
Objectivity… As an independent financial advisory firm, our incentive is where is should be: on you and your success. We have no large corporate parent to satisfy nor any product sales pressures. We are able to work with you in the most efficient and effective manner based on your needs and priorities.
Honesty, Integrity and Trust… We fully recognize that when you enlist the services of a professional financial advisor you place your trust in the person and their firm. We pledge our commitment to earning your trust and confidence by being competent in our advice, objective in our approach and by being accessible to you at all times.
Common Sense, Wisdom… Creative Ideas and Solutions
For individual information about each team member, please click on the names below.