Who We Are
Meet the Team
Where we Came From; Where we're Going
Our story began in 1983 when we were founded under Lincoln Financial Advisors. In 2025, we embraced a new identity as GPS Financial Planning when Lincoln became part of Osaic Wealth, Inc. Our name, GPS, embodies our commitment to Goals, Plans, and Solutions. This philosophy is at the heart of our approach, guiding clients like a GPS through the intricate landscape of financial decisions.
We start by understanding your unique aspirations, crafting a clear and actionable plan, and offering tailored solutions to navigate your financial journey. For over 40 years, our dedication has been to support clients in their pursuit of financial clarity and confidence. We aim to be a reliable guide, helping you stay on track through life's financial crossroads.
With a focus on professionals and owners of closely held businesses, our approach is personal and empathetic. We build lasting relationships, becoming a trusted resource for all your significant financial decisions. Our Colorado backdrop serves as a reminder of our steadfast commitment to your financial well-being, as we walk alongside you, offering guidance and support every step of the way.
Mark started as a summer intern while in the MBA program at Case Western in 1983
Mark in Lincoln agent training school, 1983 in Fort Wayne, IN
(Third from top left)
Mark becomes full-time advisor at Lincoln National Life in 1983
Mark and his wife, Patty, make a lifestyle change and move to Denver, CO, from Cleveland, OH, and opens his second office in 2004
Tyler while interning in 2011
Tyler graduates with an MBA from the University of Denver and starts as a full-time employee in 2013
Tyler becomes a Jr. Partner in 2017
Osaic Wealth announces intent to purchase Lincoln Financial Advisors in December 2023
Osaic Wealth closed the transaction to purchase Lincoln Financial Advisors in May 2024
GPS Financial Planning is born as the new marketing name for Mark and Tyler's business in March 2025
Outside the Office
Mark and Patty - PNP Paribas Open Tennis Tournament, Indian Hills, CA
Logan's Law School Graduation in NYC (Arlen family pictured)
Mark playing in a singles tennis tournament and pickleball campionship at Boca West, FL
Tyler and Ava enjoying the trophy after winning a golf tournament!
Arlen family in Boca Raton for the holidays
Arlen Family ringing in the new year - Rhea, Logan, Zak, Patty, Mark, Heather & Chandler
Celebrating Patty's birthday - Mark, Patty & Heather
Caught in the moment Ava and Theo similing for the camera
Cathy and Dave in Cancun, 2024
Nowalk family white water rafting
Dave, Ashley, Cathy and David Jr. family picture, 2025
Cathy and Dave
Cathy, Heather and Mark in San Antonio, TX on the River Cruise Tour
Mark, Heather and Cathy at the Osaic conference in San Antonio, TX
Mark and Heather in San Antonio, TX on the River Walk
Mark and Heather at the Osaic conference in San Antonio, TX
Bernard Family in CO mountains - Theo, Ashley, Ava, and Tyler
Heather, Myrna Arlen, Patty and Mark at an ADL gala
Tyler playing golf at Bandon Dunes Resort
Private helicopter tour of Denver, 2020. Mark, Tyler, Heather
Contact Us
Let's Get Started
Schedule an introduction meeting with us and get started on your journey.