Professional

Before we can speak intelligently about the tools and planning approach that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable opening that door you need to get to know your Financial Advisor.

Marcus has been an advisor since 2014, having worked with over 800 people regarding their financial strategies. His client base spans across 17 states in the USA with the most prominent segments of their careers being in medicine, tech, and real estate investing.

Marcus obtained the Retirement Income Certified Professional (RICP®) designation from The American College in 2022.

Review the experiences and accomplishments:

2016: Bronze Award (Recognizing top first year advisors)

2017: Young Personal Market Class Invite

2017: Member of the 257th Fastrack Academy

2017: Silver Award (Recognizing top second year advisors)

Years of Experience

Representing Northwestern Mutual since 2014.

Education

Degree Major Institution
Bachelor of Science Kinesiology & Secondary Education Stephen F. Austin State University
Retirement Income Certified Professional (RICP®) Retirement Planning The American College
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.