Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Mark Delp, CFP®
Managing Director
Mark began his career in financial services 2001 with A.G. Edwards & Sons which merged with Wachovia Securities and later became Wells Fargo Advisors. In 2009 Mark started his own practice, Impact Wealth Management, which is affiliated...
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Jessica Moon
Operations Director
Jessica is the Assistant Branch Manager and is committed to helping clients achieve their financial goals. She does this by providing a high level of customer service and ensuring clients have the right forms, on-line access and/or...
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