Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
In addition to 30 years of experience, I hold the following licenses: Life, Accidental and Health licenses FINRA Series: 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam), 7 (General Securities...
Danielle is Marc’s daughter and she started working for our firm on April 2nd, 2012. Danielle was previously working at Paychex, training and managing clients on their HRIS systems for two years and prior to that, she worked in...
Mary started working for Marc as a temporary employee in August of 1984 and was hired permanently on January 1, 1985. She has an Associates in Insurance Agency Administration as well as an Associates in Customer Service through the...