An attorney by background, Marc has been a financial planner for over 35 years, helping closely held business owners and successful executives with their most intimate and complicated areas of planning.
Marc has a unique ability of developing strategies to solve and remove complexity in his clients’ business and personal financial lives, so that they can see a clear path to the future they desire.
484-734-9052 | firstname.lastname@example.org
Responsible for our business development and networking, Andrew has extensive experience with construction and real estate, manufacturing, and food industry clients.
Andrew prides himself on understanding the most complex and challenging issues facing family businesses and leading them with speed and conviction through the planning process.
484-734-9051 | email@example.com
Andrew is an experienced financial planner who spends the majority of his time helping clients navigate the various steps of our planning process.
Working tirelessly to help his clients achieve their goals, Andrew personifies goal achievement through accountability.
484-734-9054 | firstname.lastname@example.org
Kevin’s principal role involves organizing the various steps associated with the implementation of our clients’ plans.
Kevin brings years of owning a successful mortgage business, as well as financial and estate planning experience, to help him communicate the short & long-term benefits of in-depth strategic planning.
484-734-9053 | email@example.com
484-734-9055 | firstname.lastname@example.org
After transitioning from the military, Alex’s devotion to
serving was reestablished through his financial planning practice. With a focus
on financial planning for individuals, entrepreneurs, and privately owned
businesses, Alex seeks to be an advocate for clients to ensure their financial
goals and needs are met without compromising their desired lifestyle. His pride and ability to build deep-seeded
long-term relationships has lead him to hold a significant role in business
development within March.
484-734-9060 | email@example.com
Nichole provides administrative support to March to ensure office efficiency and client satisfaction. She brings years of experience in writing, marketing, and administrative work.
484-734-9062 | firstname.lastname@example.org
With extensive knowledge in investment and insurance products and processes, Andrea is responsible for the opening and maintenance of client accounts and policies.
484-734-9056 | email@example.com
Shireen is an attorney by background with a history of working in the financial services industry. An experienced consultant in business planning, retirement planning, legal writing, and estate planning, she plays a key role working alongside advisors in the creation of our clients’ financial plans.
484-734-9059 | firstname.lastname@example.org
Years of experience working in the financial services industry within varying roles has lead Jenna to manage and oversee the daily operations and organizational aspects of March.
484-734-9057 | email@example.com
WEALTH PROTECTION | LEGACY CREATION | FINANCIAL MANAGEMENT
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named representative nor the named Broker Dealer or Investment Advisor offers tax or legal advice.
Securities offered through DFPG Investments, LLC (“DFPG”) Investment Advisory Services offered through Diversify Advisory Services, LLC (“DAS”). DAS and DFPG are affiliated entities. March is unaffiliated with DAS and DFPG. Member FINRA (www.finra.org) /SIPC (www.sipc.org).