Our story

Sara joined Thrivent in 2013 and established her business in Central Florida. She has always enjoyed working collaboratively with other financial advisors, so when the opportunity came along to partner with Mark in 2021, it felt like a natural next step. 

Mark joined the organization in 2016. Sara and Mark connected through a shared support person, Misty, and created Atlas Wealth Advisors. Since then, we have grown to a team of eight. 

Our expanding practice enables us to leverage our individual strengths and experience to help a wide variety of clients with their financial needs. Since we have multiple locations, we can serve an even broader base of clients and communities. We also enjoy mentoring new Thrivent financial advisors and building relationships with churches and nonprofits in the communities we serve.  

Our goal is to empower clients and help them grow in financial confidence, so they have greater freedom to focus on their unique purpose in life. We do this by working hard to make sure our clients are heard and their unique situations are fully understood. Then we seek to provide comprehensive, transparent and holistic financial advice.  

Atlas Wealth Advisors is a diverse team equipped to meet clients at any stage of their financial journey. Whether you’re just starting out, growing your family, nearing retirement or enjoying your golden years, we’re here to help you thrive now and in the future. Give us a call to get started.