Mark is the President of Montage Wealth Management, a firm dedicated to helping people confidently steer through life’s major transitions. With over 31 years of experience, Mark has guided countless clients through defining moments—like career changes, retirement, divorce, or the loss of a loved one—helping them make thoughtful financial decisions when it matters most.
Mark’s passion for simplifying the complexities of finance shines through in his book, “Death’s Red Tape: Your Guide for Navigating Legal, Financial, and Personal Transitions When a Partner Dies.” This essential guide offers practical steps and emotional understanding for those facing one of life’s toughest challenges.
Mark is also a regular contributor to thestreet.com.
Jackie Dohse is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with over fifteen years of experience. She specializes in retirement planning, investment management, estate planning, and tax planning. Jackie is known for her compassionate approach and dedication to helping clients make confident, informed decisions that reflect their goals and values.
With a strong background in income tax, Jackie adds a unique edge to her financial planning, helping clients work towards holding on to more of what they earn. Her personalized guidance ensures clients feel supported every step of the way as they work toward financial clarity and peace of mind.
Over the past twenty years, TJ has cultivated a vast understanding in his field of practice. In every interaction, you’ll notice his profound passion for financial planning, which is only outshined by his sincere commitment to prioritizing his clients’ needs.
Ginger is the welcoming face and voice of our office, ensuring every client feels valued and appreciated. With a passion for creating meaningful connections, she welcomes clients, coordinates events, and adds personal touches to every interaction, making each experience exceptional.