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.
Beyond his professional commitments, Marc is deeply engaged in community service. Since 2018, he has been an active board member of the Table Rock Kiwanis Club and is also a proud member of the Central Point Rotary, where he contributes to various initiatives that support the local community and underprivileged children.
Originally from Boise, Idaho, Marc now calls Southern Oregon home with his wife, Katelyn, and their Great Pyrenees-Poodle mix, Kezzi. Together, they embrace a family-oriented lifestyle filled with outdoor adventures like hiking, snowboarding, mountain biking, wakeboarding, and golfing. Marc also enjoys reading, listening to podcasts, and spending quality time with Katelyn and Kezzi, exploring the beautiful landscapes of the Pacific Northwest.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.