About Us

Your Concierge to Financial Clarity, Security, and Peace of Mind

We are a boutique agency providing guidance and creative financial solutions that safeguard the success your family and business has achieved.

We combine more than 40 years of experience with forward-thinking financial guidance to deliver peace of mind throughout your journey. Our relationship-first approach leads to customized solutions that meet your unique needs, while maximizing security and clarity along the way. As a full-service agency, we consolidate all of your financial products under one roof for maximum comfort and convenience.

Let’s go there… Together

Our Vision

To deliver a relationship-driven and forward-thinking experience that protects the success and legacy of our clients.

Our Mission

To develop multi-generational relationships with our clients that deliver financial guidance and flexible solutions that evolve through years of collaboration and speak to who they are and what they aspire to achieve in life.

The Prestige Commitment

We are committed to providing guidance along life’s financial journey to support you in reaching your destination, which includes:

Financial guidance

at each step along life’s journey by combining years of experience with forward-thinking expertise.

Financial security and clarity

so that you have the knowledge and support team to free yourself from anxiety and doubt.

A full-service experience

to consolidate your providers and eliminate complexity throughout your financial journey.

Absolute peace of mind

through relationship development and education around our process that leads to well-founded confidence..

Collaboration across all parties

 so that we may deliver a consistent vision and purpose for the fulfillment of your journey.

 Meet the Prestige Planning Team

Mark Clark, CFP®, CKA®

Founding Partner, Advanced Life

Jeremy Keller

Founding Partner, Private Client

Jeff Tebbe


Charlie Morse, CKA®


Marie Holton, RSCR

Account Manager

Kelly Pace

Client Relationship Manager

Amber Maltby

Client Relationship Manager

Amy Tries

Executive Coordinator


we provide financial guidance by building real-world relationships
it starts with a conversation,so let’s talk