About Us
Our success is a combination of tenacity, dedication, and industry experience.
Our founding executive, Mark S. Howells, recognized a need to provide financial professionals with seamless, flexible, and cost-effective solutions tailored to fit their needs while supported by a team of skilled industry veterans.
Diversity & Inclusion
We are proud to have several women executives leading the firm, including our CEO, COO, CFO, Director of Compliance, and Director of Operations.
Our employees and clients are like family, and we operate in a manner that reflects that. Many of our employees have been with us for over a decade.
MSHCA Cares
Various philanthropic volunteer events allow us to give back to the community and bolster our team building.
We are are a proud supporter of HopeKids, Inc., a nonprofit that provides ongoing events, activities, and a powerful and unique support community for families who have a child with cancer or some other life-threatening medical condition.
We Love Our People & Our Pets
We offer competitive compensation, benefits, and flexible working arrangements, including accommodating dynamic work schedules and allowing employees to bring their children and dogs to work when circumstances allow.
We love our pets so much that the firm commissioned pet portraits for all our employees as a gift.