What I Stand For:
I specialize in helping my clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.
Outside of Work, You'll Find Me:
I have been married to my wife, Bridgette, since 2018 and we live in Overland Park, Kansas. As an active member of the Overland Park South Rotary Club, I contribute my time and energy to many philanthropic events. I also enjoy spending time mentoring those in the financial planning industry through the Kansas City Chapter of the Financial Planning Association.
I have completed three half marathons and spent seven years as a team captain in the annual BikeMS bike rides, completing up to 182 miles annually across Missouri and Kansas to raise money for Multiple Sclerosis research. I enjoy sand volleyball, golf and hiking, and have done multiple-day hikes in Chile, Argentina, Tibet, Peru, Iceland, Bhutan and Namibia during my international travels with Adventure to Serve. I enjoy helping them plan these trips annually, which you can read more about in "I PLAN, So That I Can."
Never let the things you want make you forget the things you have.
Marc is a member of the Kansas City Chapter of the Financial Planning Association. He has also served as President, Chairman of the Board, and Career Chairman, which helps individuals interested in pursuing careers in financial planning get connected into the community.
Education and Certifications:
CFP® - Certified Financial Planning Professional
AIF® - Accredited Investment Fiduciary
EA – Enrolled Agent
Bachelor of Science in Personal Finance, Personal Financial Planning, Minors in Business Administration and Economics, Kansas State University
In the Community:
As former Treasurer, Chairman of the Board and Past President of the Overland Park South Rotary club, Marc contributes his time and energy to recruiting and sponsoring new members and to philanthropic events like the Jazz in the Woods festival at Corporate Woods. He is a former Chairman for Jazz in the Woods and SoJo Summerfest and a Paul Harris Fellow. He is also a member of Top Gun Kansas City and a Board Member for Growing Futures Early Education. Marc is an alumni member of the Centurions Leadership Program of The Greater Kansas City Chamber of Commerce, a group that explores the opportunities and issues of the Kansas City metropolitan area. Within Centurions, Marc chaired the Communications Committee and helped organize the Innovators and Disruptors Task Force Day. In 2019, he was selected to be a member of the Band of Angels inaugural Rock Star class for Art That Blows and a member of the inaugural class of BVIP's to benefit the Blue Valley Educational Foundation.
Marc is a member of the Steering Committee for the Wabash CannonBall gala, which raises money for area high school students who plan to attend K-State. Marc is a past president of the Human Ecology Alumni Advisory Board for K-State and is a past president for the Kansas State University Personal Financial Planning Advisory Board and the Kansas City K-State Alumni Planning Committee. He was awarded the 2011 KSU Entrepreneur Award which recognizes K-State alumni who have applied their knowledge as an owner of a business, and serve their community, profession and university. He was also chosen as the commencement speaker for the 2013 College of Human Ecology commencement ceremony.
In the Media:
As a speaker, Marc travelled to South China Normal University and other local universities in Guangzhou, China to speak about the economic impact of the emerging Chinese economy on the world. He participated in TD Ameritrade's National Conference 2012 succession planning discussion panel and 2013 generational relationships panel. He has also spoken and served as a moderator at the 2012 National FPA Conference.
InvestmentNews named Marc one of their 40 Under 40 in 2018. He was named a "Five Star Wealth Professional" each year from 2015-2022 and was chosen by KC Magazine as a member of the 2010 Class of Rising Stars. Marc was also named to The Independent's 2019 Class of Rising Stars. He was named a 2021 NextGen Leader by the Kansas City Business Journal and was chosen as a member of the 2021 Class of Forty Under 40 by Ingram's Magazine.
Social Media Links:
- Abseiling in South Africa Abseiling in South Africa
- Centurions Leadership Program Retreat Centurions Leadership Program Retreat
- Hiking in Bhutan Hiking in Bhutan
- Overland Park South Rotary Overland Park South Rotary
- Hiking in Peru Hiking in Peru
- K-State Wabash Cannonball K-State Wabash Cannonball