Mark believes wealth is a means, not an end. The decisions that matter most are rarely about money alone. They're about family, purpose, generosity, and the values that shape a life well lived. To him, character counts for more than net worth. Real wealth is measured by how well you steward what you've been entrusted with. Mark has worked in financial services since 2008, advising families at national firms, large institutions, and independent advisory practices.

He holds the CFP® and CDFA® designations. Still, clients tend to value him most as a trusted sounding board. He's who they call for a career move, a retirement, a divorce, an aging parent, or a charitable gift. Mark is also a Trustee of The Oaks Academy.

He lives in Indianapolis with his wife, Patricia, and their children, Caroline and Gabriel. When he's not with clients, you'll find him reading, working out, coaching or watching youth sports, or outdoors.

Julie has spent more than 20 years on the operational backbone of wealth management. Her work is the systems and processes that let advisors focus on clients.

A Butler University finance graduate, she began her career in Chicago managing employer-sponsored compensation plans. There she built a foundation in financial analysis, plan structure, and the value of clear, consistent processes. She joined Raymond James in 2010 and later spent a decade at an independent advisory firm. Her steadiness and attention to detail made her the reliable force colleagues counted on across compliance, trading, and daily operations.

As Practice Manager at Nearside, she keeps the practice running with calm precision, so the experience clients feel is seamless and consistent. Outside work, Julie values stability and trust. She spends her time reading, cooking, and with her three children, friends, and extended family.