Our Advisors


Marc began his career in the financial services industry as a bank trust officer in 1992 .  After more than a decade of gathering experience and serving high net worth clients in the banking world he turned his focus to working more closely with clients as a financial advisor.  He is a big believer that all clients, with assets of all sizes, deserve an opportunity to receive professional financial advice.

He is active in the Fort Worth community as a volunteer serving on the boards and committees of various worthwhile non-profit organizations. Native Texans and long-time residents of Fort Worth, Marc and his wife Jude are raising their three children in Fort Worth.  In addition, he somehow finds time to serve on committees and on the boards of various organizations.