Marc began working at CSA Financial in 2006 and works as a senior investment advisor for the company, helping individuals and small businesses realize their financial goals. Marc grew up in Cincinnati, graduated from Elder High School in 1991, then earned his bachelor's degree from The Ohio State University in 1996.
Soon after graduating in 1997 he began working in the investment industry. He earned his securities licenses and worked his way up from supporting other brokers to advising individual clients. Eventually he earned his registered investment advisor license.
While working in the brokerage industry he had to deal with the consistent conflicts of interest. He wanted the flexibility to offer the best for his clients and not be limited by what the firm wanted him to sell. He quickly realized that he wouldn't have these opportunities while working for a traditional Wall Street firm. That's when he found CSA Financial and learned about the benefits of passive investing and fee based asset management.
His ongoing commitment to professional development led him to earn his Masters of Accounting from Northern Kentucky University in 2009. In 2011 he passed the CERTIFIED FINANCIAL PLANNERTM exam. Marc is now a CFP® professional.
Marc lives in West Chester with his wife Lynn of 12 years and their two children. During his free time he enjoys golf, playing and watching rugby with the Cincinnati Wolfhounds, and spending time with his family.