Mark Greaney is extremely wonderful to work with. We self-managed our own "investments" with little to show for about 20+ years and were extremely nervous about our retirement nest egg. Over the past 10 years, Mark has guided our investments in a fiscally responsible way, always balancing growth and risk so that we now view a retirement that is not reliant on others. Our only regret is that we did not start using Mark and PacWest sooner.