OFFICE MANAGER/CLIENT MANAGER
We Knew There Had to Be a Better Way.
A leap of faith during tumultuous times forged a firm committed to providing financial advice through the clarity of personal choices.
The Soundmark team flourishes by blending unique individual backgrounds with a shared common principle: Your life is better spent focused on your family, your career and your community—not on complex global issues.
We combine a common-sense investment philosophy with a straightforward approach to financial planning that allows you to do just that—focus on your life and ignore Wall Street. Working together, we have built a company that focuses on financial transparency for investors who embrace the same conviction as ours. The road that got us where we are today was paved years ago.