Marc is committed to helping families and individuals such as retirees and business owners effectively develop investment strategies to help pursue their short- and long-term goals through a disciplined process of proactive planning and informed decision-making.
“In addition to striving for the broad-based needs of my clients, my focus is on organizing, building, preserving and transferring wealth for serious long-term investors,” Marc says.
His approach to financial advice integrates these core tenets: A strategic discovery process to clarify and prioritize goals. A tailored investment approach based upon each client’s financial objectives and comfort with risk. And a focus on service that includes frequent communication and prompt responsiveness.
Marc is also committed to continuously expanding his knowledge to empower and educate his clients. “It’s so they can understand the strategies we use to help pursue their needs in an increasingly complex and everchanging market environment,” Marc says.
Marc joined Raymond James in March 2022. “What attracted me to Raymond James is its focus on putting clients’ interests first, above all else,” Marc says. “This is a client-centric firm. I feel most equipped to meet the needs of my clients with the services and strategies Raymond James has to offer.”
Previously in his career, Marc held several leadership roles with Edward Jones, including field trainer, mentor and level leader. He holds a Bachelor of Science degree from Northern Arizona University’s WA Franke College of Business. “I attended NAU because I got a full-ride scholarship to play football as a wide receiver,” says Marc.
Despite his busy schedule, Marc still finds time to serve his community. Marc has been an active board member with the Table Rock Kiwanis Club since 2018, serving underprivileged children in the community.
Marc grew up in Boise, Idaho, and today lives and works in Southern Oregon. In his free time, he enjoys outdoor activities such as hiking, snowboarding, mountain biking, wakeboarding and golfing. He also enjoys reading books, listening to podcasts and playing with his Great Pyrenees-poodle, Kezzi.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.