Mark Pennison

Mark Pennison |  Managing Director

Mark and his wife Belinda have six beautiful children and reside in Folsom. He is a volunteer wrestling coach and is very active in his local church. Mark believes strongly in community service and enjoys time with family and friends when he is away from the agency.

Mark has over 20 very successful years in the insuance industry. It is his compassion combined with a strong work ethic that make his customers know that they are a part of the family.

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Having control of your money means you can live the life you want now while preparing for the life you want for your future

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Our Mission

To provide excellence in service and innovative financial product design to help our clients reach their financial objectives.  We specialize in helping our clients with the creation, maximization, protection, and enjoyment of their wealth by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to the community.

Exit Planning

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. Each business is unique and we can walk you through how to transition over to the next generation with a plan that works for you.

Business Valuation

The most common reasons to get a business valuation are when the company owners are considering selling the business or merging with another company. The results can also be used as leverage when trying to attract investors or when you are ready to exit the business and pass ownership along to another partner or family member.


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