Our Team

Mark entered the financial services industry in 1980. His financial planning practice has emphasized planning for individuals and businesses. Mark uses a goal-focused approach through personal evaluation of all individual and business...

Paul Rosell began his financial services career in 1984. Paul has a Bachelor’s Degree in Advertising, Public Relations and Marketing from Wichita State University (1983). He holds the Series 6,7,22 and 63 securities registrations...