VIP Very Individual Person

We believe that you are a VIP - Very Individual Person. You and your situation are unique, meaning your financial plan, meetings, and all interactions with our team should be as well. We will work tirelessly to understand you so everything is personalized. In other words, this is not a one size fits all solution.

Get to know us a little better by learning about Mark and our team.


Working with our team....

Every component of our organization is connected. We all work towards your financial success. This means two things for you:

  1. We are all continuously learning to better serve you. Continuing education is a requirement for our team that we do not take lightly. We see the connection between the more we know, the better we can serve you.
  2. We are not a one person show. You can feel confident in contacting any one of our team members to help you solve a problem. We may all have our own specialties, but we are all prepared to lead you in the right direction.

                                                    ....towards your solution

People are all naturally drawn to the things that are urgent, but rarely important. In order to enjoy the people and things you love the most, you must remove unnecessary stress from your life.

We work to help you develop a bigger vision so that you can focus on what is important but not always urgent. This allows you to be the best version of yourself – as a spouse, parent, sibling, son or daughter, business owner – whatever it may be to you.

Mark Elliott Kull, CFP®, ChFC®, CLU®, CASL®, RICP®
Wealth Management Advisor


Capitalis Planning Partners

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