With a passion for teamwork, ethical conduct, and transparency, Marcus is the perfect partner to guide young healthcare professionals on their financial journey. As a former Navy financial counselor and now a Certified Financial Planner™ with an MBA from the University of Florida, he has the knowledge and experience to help you make informed decisions about your finances.

Marcus has always been driven by a desire to serve. His military background instilled in him a deep sense of duty and commitment, which is clearly reflected in his approach to financial planning. He treats each client’s financial situation with the utmost care and diligence, building personalized strategies that reflect their unique circumstances and aspirations.

In addition to his professional qualifications, Marcus is also a lifelong learner. He continually seeks opportunities to expand his knowledge and stay abreast of the latest trends in the financial industry.

Beyond his profession, Marcus is a family man who understands the importance of financial stability in ensuring a bright future for loved ones. This understanding adds an extra layer of empathy and commitment to his work. When he’s not advising clients, you can likely find him enjoying the Florida outdoors with his family or attending a UF Football game (Go Gators!).

Choose Marcus as your financial ally, and you’ll not only gain a dedicated financial planner but also a partner genuinely invested in your financial success.