Meet Our Team Small-town sensibility Mark H. Hull, CFP®, EA President (619) 294-9420 ext 101 firstname.lastname@example.org Born and raised in Moline, Illinois, Mark grew up around family, friends and neighbors who prized honesty and integrity – small town values that distinguish his financial planning services today. With over three decades of wealth management experience, Mark has earned the designations of CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Estate Planner, Enrolled Agent and is also a Registered Investment Advisor. He combines financial planning expertise with a genuine interest in his clients’ well-being. Because he is so warm and approachable, visiting Mark’s office is an enjoyable experience. He’ll take the time to get to know you and your concerns; you can talk to him about anything. It’s this kind of caring and personal touch that sets Mark and his team apart from other advisors, and allows you to create a custom wealth management strategy designed to address your specific needs and goals. Married to Minka in 2010, they share their home with Mark’s two children, Nathan (19) and Marin (17) and their son Logan (5). Jason Shaya Associate & Director of Operations 619-294-9420 ext 107 email@example.com Jason has a beautiful family including his wife, Venus and their 2 young daughters Ayva (13) and Anya (9). He has a BS in Finance from San Diego State, and has completed the CFP Certification Educational Program from the College of Financial Planning in addition to over 18 years in the financial services industry. Jason became the Director of Operations for MHF in 2005. He is a senior associate and his primary duties include operational support and interacting with all clientele. Jason’s vast knowledge is a major asset to our firm. Julie D. Lee Client Service Associate 619-294-9420 ext 100 firstname.lastname@example.org Julie joined the MHF team in January of 2018. Her vital role at our firm includes a wide array of responsibilities with day to day operations, bookkeeping and client service processing. Julie has a lovely family including her husband Matt and adorable 7 year old daughter Gemma. Katrina Brewer Bookeeping/Tax Associate 619-294-9420 ext 106 email@example.com Minka F. Hull, CFP®, EA Associate 619-294-9420 ext 105 firstname.lastname@example.org Minka spent the last 10 years helping small businesses to become more efficient and profitable. She joined MHF part time in 2008 handling the bookkeeping and became full time within 6 months. As an Enrolled Agent, Minka is the tax preparer for our clients. Minka has also earned the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. During the non-tax season, as a Realtor, she assists clients with selling and purchasing residential and/or commercial properties. Minka’s attention to detail proves invaluable in these roles. What Minka enjoys most about working at MHF is the opportunity to help clients’ overall financial picture.