For the better part of a decade, Marc has been helping clients address their financial goals. Marc believes in simplifying complex financial topics, thereby empowering clients to take ownership of their financial lives. Marc works with individuals and businesses advising on how to potentially grow and protect their assets and specializes in working with clients nearing or in retirement. He also believes in partnering with centers of influence to provide clients with a well-rounded approach.
Marc co-founded PM Wealth Management, a financial advisory firm aligned with LPL Financial, in 2015. He is a Chairman’s Club advisor at LPL Financial and has been recognized in Forbes as one of America’s Top Next Generation Advisors.
Marc is a graduate of Binghamton University with a bachelor’s degree in Economics and holds the designations of Accredited Investment Fiduciary, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and Registered Financial Consultant. He lives in Long Island with his wife, Allison, son, Adam and dogs, Chloe & Letty.