Marc is a native of Omaha, Nebraska. After graduating from Westside High School, he completed his bachelor’s degree in Accounting from the University of Nebraska at Omaha. He worked in accounting for six years before an interest in investments and financial planning led him into the investment business.
In 1998, Marc began his investment career with Kirkpatrick Pettis, which was later purchased by Smith Hayes Financial Services. Marc became a Certified Financial PlannerTM in 2005, and he brings extensive planning experience to each client relationship. He joined Securities America in 2016, where he specializes in Portfolio Management and Financial Planning.
In his spare time, Marc enjoys tennis, reading, travel, and spending time with his wife, Joy, and their two daughters.
Areas of Focus:
- Portfolio Management
- Tax Planning and Wealth Preservation
- Social Security Planning