Marc started in the industry as a 19-year-old Drexel co-op student. Along with his 22 years in the industry, he also has 8 years of management experience. Marc’s Enthusiasm and passion drives him to focus on strategic planning for his clients. He thrives in personal relationship management while holding both clients, as well as internal and external relationships, accountable to their goals. Marc believes putting together a sound financial plan is a balance between efficiency and emotion while bringing in the best individuals to help facilitate all aspects of the plan.
ACHIEVEMENTS
- Chartered Life Underwriter, American College
- Chartered Financial Consultant, American College
- Investment Advisor Representative, MML Investors Services, LLC
- B.S. in Finance and Marketing, Drexel University
PERSONAL INVOLVEMENT
- Resides in Laverock, PA with wife Alexis
- Loving father to Lillian, Desmond, Cecilia & Roman
- Member of the Union League of Philadelphia
- Vice President of UNICO Greater Philadelphia
- Past President, Filitalia International and current Humanitarian Chair
- Member of Our Mother of Consolation Parish in Chestnut Hill
- Founding Member of Laverock Men’s Club
- Member of NAIFA
- Member of Drexel University Alumni Association
- Member of Society of Financial Services Professionals
- Member of Financial Planning Association of Philadelphia