Marc has over 20 years of experience in navigating his clients’ investments through the treacherous waters of Wall Street. Focusing on individual bonds and systematic allocation of mutual funds and exchange-traded funds, Marc blends a personalized set of investment choices for his clients. Marc employs the use of the DisciplinedIQ method to promote suitable investing practices.
Marc has always enjoyed exercising his civic responsibility to improve the world around him. He is currently a member of the Prosser Rotary, senior advisor to the Willowbrook homeowners association and is a board member of the Friends of Badger Mountain, a non-profit organization promoting intelligent use of open space.
Marc, his wife Linda, and his children Jeffrey and Paul enjoy camping, mineral collecting, skiing, backpacking and any other activity which takes them outdoors. Marc is an avid tennis player.
Additional information about this advisor:
Securities Registrations (held with LPL Financial):
- FINRA Series 7 - General Securities Representative
- FINRA Series 66 - Uniform Securities Agent/Investment Advisor State Law
Office address and hours:
1920 N. Pittsburg St, Ste D2
Kennewick, WA 99336
Monday - Friday: 9:00 AM to 4:00 PM
And by appointment