Building Financial Success One Step at a Time

A Career with a Passion   

Marcus is genuinely passionate about helping people achieve their financial goals and embraces every opportunity he is able to do so. Marcus is dedicated to educating people on the value of Financial Planning along with providing Individuals, Families, and Businesses with the appropriate Financial Products to meet their needs.    

Marcus was born and raised in Evansville Indiana. He is a High School graduate of Evansville Day School, where he played basketball and soccer. He went on to attend Western Kentucky University, in Bowling Green Kentucky where he received his bachelor's degree in Business Administration. Marcus completed his Certified Financial Planner™ course work through The American College along with passing the CFP® Board Exam to earn the CFP® Designation. 

Marcus is actively involved in multiple organizations seeking ways to educate and empower the community. He enjoys meeting new people, and spending time with family and friends. 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a Certified Financial Planner™, I am a trained professional who can help you identify your needs and create a plan to achieve your goals. 

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.



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