Who We Are

About Us

Why is financial planning and analysis so important?

Comprehensive financial planning and analysis is based not only around your goals, but your core values. It considers what is most important to you and how your wealth relates to that. This type of planning recognizes the interrelation between the pieces of financial planning and takes an integrated approach toward managing your financial picture.

This is what we do. We plan around your values, goals, and timeline – considering what you want your wealth to do not only for you, but for those that you love.

Meet the Team

Meet David Andersen, ChFC, CLU

Dave has been in the financial services since 1995 specializing in: Planning for individuals, Pre and post retirement, Helping manage assets, Planning for orderly and efficient generational transfer. David is always looking to further his knowledge base and most recently completed a course on Asset Allocation and Behavioral Finance hosted at the Faculty Club, Harvard University. Previously he attained a Retirement Planning Specialist designation from the Wharton school. He has also received designations of ChFC and CLU.

Dave loves being outdoors and all of the activities that accompany it. Dave is active in his community serving on the: West Haven City planning commission for 5 years, Scout leader for 17 years, Actively involved in Church and various other charities.

Dave’s favorite thing to do is spend time with his family in various activities.

Meet Mark Manning, CFP®

Mark earned a Bachelor of Science Degree in Personal Financial Planning from Utah Valley University. While completing his education, he worked at Fidelity Investments and after graduating he moved to New York City where he did Financial Planning and Investment Analysis for advisors at New York Life. Mark takes a holistic approach to financial planning which includes cash flow analysis, wealth management, retirement planning, education funding, and insurance planning. Mark is a Certified Financial Planner® certification and is always looking to further his knowledge in subjects of financial planning.

Mark enjoys spending time with his wife and son. Some of their favorite activities include traveling and exploring new places, being outdoors, and trying new places to eat together. He is also an active participant in his church.