Marc is a Senior Financial Advisor with 29 years of experience currently serving the Greater Phoenix, Arizona and Seattle, Washington areas. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Marc customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Marc earned a degree in business management from Arizona State University. He is a CHARTERED RETIREMENT PLANNING COUNSELORSM and holds securities licenses 7, 9, 10, 63, and 65, held through LPL Financial along with his life, health, and annuity insurance licenses.
Marc lives with his wife, Cindy, in Paradise Valley. He is on the board of governors with the Opportunity International Microfinance organization.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management