Means Financial offers professional investment advice and management services to help clients achieve their financial goals and build their wealth.
Means Financial offers expert insurance services that provide clients with peace of mind and enhanced financial security.
We offer proven solutions to our clients, including innovative approaches to financial planning, risk management, and wealth preservation strategies.
Since 1993, we’ve been providing personalized insurance services to businesses and individual clients in California, Arizona, Colorado, Utah and Indiana.
We provide professional and quality services that help our customers in achieving their goals
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Get to know the people behind our brand! Our team is made up of passionate and dedicated individuals who are committed to delivering exceptional service to our customers. Learn more about each team member and their unique skills and experiences.
Mark began his career in the insurance industry in the fall of 1978 He was a sales agent responsible for personal production of various insurance products. During his first year he achieved the distinction of Rookie of the Year, which was just the beginning of his trail of success. Mark was also awarded Presidents Council, Vanguard Club and was consistently awarded Associate of the Month. November of 1981 brought an opportunity to work inside the home office of Mutual Trust developing a marketing program for existing general agents known as the GAIT Program. Through this program, he assisted in recruiting and training through the development and implementation of the company sales training program nationwide. In July of 1983 Mark opened the Means Financial Group in Tucson, Arizona. Mark built a full service agency including an in house Attorney, CPA, Business Insurance Specialist and a Group Insurance Division. (read more here)
Brock Means is a Partner at Means Financial & Insurance Services and has been in the insurance industry for 15 years. Together, with Mark Means, whom founded MFIS in 2004, manages all general operations, new business production and client relations. He loves being in the insurance business because it’s an industry where everyday offers new opportunities and creativity.
Before joining Means Financial, Brock studied in Arizona and moved to San Diego, CA shortly after college. Outside of MFIS his primary focus is on his wife and 3 miniature Dachshunds (Bella, Toby and Clyde) – and when time permits Brock enjoys fishing, golfing, billiards, mountain biking, camping and boating as much as possible.
Carlie Scharing is a partner at Means Financial and Insurance Services. Carlie has known the Means family for over 20 years as both families grew up in the same church together in the early 2000s. She is the agency’s Senior Client Advisor and handles all client-related care. While insurance was not her initial career focus – after graduating with both Bachelors and Masters Degrees of Science in Kinesiology – she has found that the primary focus of both her studies, and the insurance industry, mesh quite well – which is to be proactive rather than reactive.
Outside of MFIS Carlie enjoys lifting heavy at the gym, country line dancing, and spending time with friends and family. She is also very active and present in her local church where she serves in the young adult ministry, business ministry, and weekly women’s prayer.
Allison Means was born and raised in Durango, CO and moved to San Diego in 2004. She studied nursing, phlebotomy, and kinesiology before joining Brock in the insurance industry in 2013. Allison met Brock in 2010 and they were married on the San Diego Bay in 2014. Her strong passion for animals has led them to rescue several senior dogs, and provided them with a loving home in their golden years. Allison enjoys anything outdoors and spends a lot of time camping, biking, hiking, boating, and spoiling their four dogs at any given chance!
Monday
9am – 4pm
Friday
9am – 12pm
