Marc specializes in helping individuals and families create continuity across generations through intentional financial planning, meaningful goal setting, and values-driven decision-making. He is passionate about helping clients align their resources with the life they want to build for themselves, their families, and their communities.
Marc and his wife, Bridgette, live in Overland Park, Kansas, with their son, Grant, and daughter, Emily. Outside of work, Marc enjoys golf, hiking, sand volleyball, and international travel. He has participated in multi-day hikes in Chile, Argentina, Tibet, Peru, Iceland, Bhutan, and Namibia through Adventure to Serve, an organization he also helps support through annual trip planning initiatives.
A strong believer in mentorship and community involvement, Marc has served in leadership roles with numerous nonprofit, educational, and civic organizations throughout Kansas City. His work has focused on philanthropy, education, mentorship, and creating opportunities for future generations. He is actively involved with the Financial Planning Association, Rotary, Growing Futures Early Education, INMED, and several Kansas State University advisory and alumni boards.
Marc has spoken at industry conferences, universities, and international events on financial planning, leadership, and relationship-building. His work has been recognized by organizations including InvestmentNews, Five Star Wealth Manager, Kansas City Business Journal, and Ingram’s Magazine. In 2023, he was honored as a K-State Alumni Fellow for his professional and community impact.
Marc is also the author of One For All: How to Systemize Kindness, Grow Your Network, and Support Others Like It’s Your Job, which reflects his belief that long-term success comes from intentionally helping and connecting others.
He believes deeply in creating meaningful connections that strengthen communities and relationships, and he enjoys introducing people, supporting professionals and entrepreneurs, and helping others expand their networks in purposeful ways.
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