Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
A transplant from Santa Rosa, California, Mark moved to Tucson in 1980 after spending two years on the road with “Up with People,” an international musical production. Though he has retired his dancing shoes and singing career, Mark’s weekly radio financial show, Smart Money Moves, satisfies that entertainer inside.
Mark has always been an entrepreneur at heart. He started by delivering newspapers and mowing neighbors’ lawns. In 1981, Mark founded Strictly from Scratch, a large wholesale bakery in Tucson. The bakery grew to become a successful business. Eventually, Mark decided to sell the business to pursue other career goals. Mark continues to bake his famous cookies for his clients at Moore Financial Strategies.
Mark is a graduate of the University of Arizona. After 20 years in the insurance and investment industry, Mark expanded his entrepreneurial spirit and founded Strategic Advisors Group. In 2015, Mark acquired Moore Financial Strategies and merged it with Strategic Advisors Group. This synergistic combination of two financial powerhouses has enabled Mark and his partner, Jeff Iorio, to offer state-of-the-art financial strategies and concepts to the community. Mark is passionate about making a positive impact on Tucson families and businesses.
After raising five kids of their own, Mark and his wife of 30 years, Grace, are giving back to the community as proud foster parents of a new baby boy.
Jeff Iorio has over eight years of experience in the life and health insurance industry. The majority of his experience deals with both whole and term life insurance. Jeff has been a representative of well-known companies like Mutual Trust Life, Ohio National Life, and Lafayette Life.
Jeff is passionate about taking an active role in educating clients on the importance of budgeting and the benefits of whole life insurance and legacy planning. As a private pilot, Jeff takes every opportunity to visit our clients across the United States.
In 2008, Jeff joined Strategic Advisors Group, as part owner, with Mark Kinney. Together, he and Mark acquired Moore Financial Strategies, and now they provide the best-fitting financial strategies for both Moore Financial Strategies and Strategic Advisors Group clients.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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