Mark, President & Senior Wealth Advisor: My father grew up during the Depression in a home marked by financial struggle and health challenges. Through all of it, he never complained. He trusted God, worked hard, and carried a steady resilience that shaped our family. My parents taught me to live modestly, save carefully, and give generously. They would set money aside over time and make sure they had twice what they needed before buying anything.
One memory that has stayed with me is my father giving his daughters a valuable gift: a copper cylinder filled with coins. It was his way of emphasizing the importance of family and the value of generosity. Those principles are rooted in me, and I am committed to passing them on to my own daughters.
Tina, Client Services Associate: I’ll share a short one, because there are so many. Every Sunday, my dad and I would sit at his desk. We grew up Catholic, and he took tithing seriously. He had his tithe envelope, and I had my own little envelope with a dime or quarter inside. He taught me that giving is part of faith, and that it belongs in the rhythm of everyday life. Mark and I have continued that practice over the years, and we are grateful for the example our parents set.