Financial Guide / Business Operations
“None of us is smarter than all of us.”
Marc has over 30 years of experience building and scaling businesses. From forming, growing, and then selling his own company, he is keenly tuned to the challenges and needs of business owners, especially when it comes to planning. He loves helping others sort through the complexities life can present. Marc is a fiduciary and holds a series 65 registration.
Marc is willing to go to great lengths to snap a sharp photo or savor a great meal and feels grateful knowing that every great journey takes him home to his wife and five children.