CONNECT

Address:

1478 Stone Point Drive, Suite 390
Roseville, CA 95661

Phone:

916-677-1330

Fax/Other:

916-303-8558

Our Team

 

  Mark Huchingson

  Sr. Financial Services Representative          

  Principal Securities Registered Representative

  Financial Advisor

  California Insurance Lic 0F57076

Mark is a Sr. Financial Services Representative with a Bachelor's degree in Theology and a Master's degree in Biblical Theology. He has 5 years of experience in pastoral service, and over 12 years of experience within the Financial Services Industry. Mark has also achieved his local ministers license with the Nazarene Church and spent several years as a youth pastor for multiple small churches throughout the San Diego, CA area and in Wahiawa, HI.

Earlier in his career Mark rose with Bank of America to the position of Branch Manager and has several years of experience working within the banking industry.  Mark teaches our clients the potential benefits of having a financial strategy based on biblical principles.

It is Mark's mission to help as many people as possible to understand how to create a lifetime strategy of managing their finances from a Biblical perspective. He has a passion for helping people, as well as natural leadership and problem solving abilities. He is exceptionally dedicated to guiding Christian and non-Christians alike to become the best possible stewards with what God has provided them.

                                    

 

 

 

Bill Watterson 

Director of Client Services  

California Insurance Lic 0G28696

Bill is a licensed insurance professional with over 13 years of experience within the Financial Services industry. He is deeply committed to ensuring a successful outcome for every client we work with.

Bill joined our practice in 2005 as our lead Service Assistant bringing several years of key experience to the role from prior positions in executive administration. His attention to detail and excellent rapport-building skills resulted in him being quickly promoted to Director of Client Services.

He serves as a key liaison and point of contact, partnering with our Advisors to proactively address client service requests. His primary areas of responsibility include, customer service, scheduling and coordinating, and office administration.

Bill enjoys fellowship at Harbor Church in Folsom and spending time with his wife Michelle. They reside in Rancho Cordova, where they are active members of their community

 
 

 

Rick Love

Director of Health Services

Financial Service Representative

Principal Securities Registered Representative

California Insurance Lic 0G12838

Business Owners and Corporate Officers have little time to dedicate to all that is necessary with saving on Health Insurance, tax planning strategies, building employee loyalty, and protecting the company from unforeseeable financial storms. Yet, these fundamentals are central to the longevity of any successful business. Rick Love helps empower Business Owners, Corporate Officers, and their employees in achieving their highest goals and protecting their most valuable assets. Rick's passion is People—not products; and serving needs first, every time. 

Prior to entering the financial services industry, Rick dedicated twelve years to Business and Retail Consultative Services where he facilitated high-end visibility, longevity, and communications for his business clients in the Greater Sacramento & Placer Counties. But he found himself looking for more. Rick sought a greater way to impact lives, far beyond the business contract; he wanted to influence people on a deeper, more meaningful scale and long-term basis. Thus, he found his permanent home serving in unique ways that impact lives for generations.

 

 
 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck