Designations and Licenses

Marcus is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Marcus works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Marcus has a bachelor’s degree in personal financial planning from the University of Wisconsin-Madison.

Personal Interests

Away from the office, Marcus enjoys spending time with his family and friends, being outside, golfing, playing soccer and playing sand volleyball.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.