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. We welcomed our first son, Grant, in January 2022, and our daughter, Emily, in September 2023. As an active member and board member of community organizations, 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.”
Favorite Quote:
“Never let the things you want make you forget the things you have.”
Professional Affiliations:
Marc is a member of the Kansas City Chapter of the Financial Planning Association. He has held leadership positions, including President, Chairman of the Board, and Career Chairman, aiding individuals interested in financial planning careers.
Education and Certifications:
- CFP® – CERTIFIED FINANCIAL PLANNER® 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:
Marc’s community involvement is extensive. 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 a Class of 2019 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 2023, Marc was honored as a 2023 Alumni Fellow for the K-State College of Health and Human Ecology.
In the Media:
Marc’s expertise has led him to speaking engagements at universities in China, TD Ameritrade’s National Conference, and the National FPA Conference. He has been recognized as one of InvestmentNews’ 40 Under 40 in 2018 and named a “Five Star Wealth Professional” from 2015 to 2024. Marc’s achievements include being selected as a member of the 2010 Class of Rising Stars by KC Magazine and The Independent’s 2019 Class of Rising Stars. He was also named a 2021 NextGen Leader by the Kansas City Business Journal and a member of the 2021 Class of Forty Under 40 by Ingram’s Magazine.
Creating Connections – I believe in making connections to better my community, my network and myself. Click HERE to find information about the people I like to meet and help, and I would love to know the same about you. Who do you want to meet? What type of people do you enjoy? Who do you want to help? Let’s connect!
Email: [email protected]
Let’s Get Together: Schedule Here
