Marc’s mission has always been to be the person people turn to when they want to discuss important life decisions. Marc’s role in the group in addition to financial planning is a focus on Strategic Life Planning. He believes Strategic Life Planning helps our clients navigate current life decisions while anticipating future changes and needs that will occur in different stages of life. We provide guidance and expertise with retirement planning, complex estate and tax planning strategies, charitable giving and balance sheet management, but clients also come to Marc with all the questions and concerns that may (or may not) have an impact on their money. For over 20 years it’s been his opinion that our clients have trusted the honest and authentic approach to planning and portfolio management and take comfort in knowing we can help them overcome the complex twists and turns that life brings.

Marc and his wife live in Marblehead, MA, with their school-age son and daughter. Marc has Type 1 diabetes and is deeply committed to fundraising and raising awareness for JDRF (Juvenile Diabetes Research Foundation). In his free time, you can find Marc pulling lobster traps with his son, coaching various sports and skiing with his family.

Raymond James is not affiliated with and does not endorse the opinions or services of the Juvenile Diabetes Research Foundation