Personalized Attention.
Disciplined Investing.

Shouldn't you demand more?

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We are like a CFO for your family

We work with individuals and their families through our financial planning and investment management services.
For our clients who also have family-run businesses, we provide business planning and retirement services.

How we work with you

If you want good results, you need a good process. Ours clients demand one. Shouldn't you?

Understand Needs & Goals

At Prota, we focus on your current needs and goals. During this part of the process, we work with you to understand your current financial situation and where you want to go from here.

Needs such as housing and medical, and goals such as vacation homes or early retirement, are identified and prioritized. By taking these steps, we will have the inputs needed to create a solid plan that we carry out together using the priorities and timelines we’ve discussed.

Plan & Implement

Our team gets to work on creating your plan. We have advanced tools to help us develop an initial framework. Since life often comes with “what if…?”, we build in alternative choices as well.

This typically prompts other scenarios that you haven’t thought of and together we refine your roadmap. This conversation gives us a more thorough understanding of how you see your future. Once we have a general agreement on the right plan, we put it to work for you.

Monitor & Revise

We continually monitor your plan and revise it as needed. Life happens and your priorities change. We believe that our clients should never be locked into a static plan, so we update it when your situation or goals change.

That is why we are here – to continually focus on your living financial roadmap while you focus on living your life.

About us

Mark Radulovich, MBA, CIMA ® 

Mark founded Prota Financial in 2016 after working with a billion-dollar team at Merrill Lynch. He brings with him not only the skills honed there, but his strong planning and finance skills from his consulting background.

Prior to that, Mark spent 20 years helping executive teams shape their competitive capabilities. He combined a pragmatic view of the world with a continuous improvement approach to create lasting results. Mark received a Bachelors degree in 1993, and an MBA in 1998 – both from Texas A & M.

He has been certified in information security by the NSA, has four patents pending, and has been published by Time Digital Daily. Mark is a member of The Association of Former Students, and of the Investment Management Consultants Association (IMCA).

Mark is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.

Bryan C. Hays 

Bryan has over 17 years of experience in the financial industry. Prior to joining the firm, he has had financial planning experience at several companies, including Merrill Lynch and Fidelity in the US, and IFG Asia in Tokyo, Japan.

With a deep knowledge of alternative investments, including private equity, hedge funds, and income trusts, he is uniquely qualified to create and implement generational wealth strategies.

In addition, Bryan also helps clients focus on estate planning issues.

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