Marc J. Bernstein,
JD, ChFC®, CAP®, CLU®

FOUNDING PARTNER

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 | mbernstein@marchfwd.com

ANDREW BABSON

FOUNDING PARTNER

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 | ababson@marchfwd.com

Andrew Hauber, ChFC®

FOUNDING PARTNER

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 | ahauber@marchfwd.com

KEVIN CROWLEY

FOUNDING PARTNER

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 | kcrowley@marchfwd.com

ANDREA KRESSLEY

BUSINESS SUPPORT COORDINATOR

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 | akressley@marchfwd.com

JENNA SWEENEY

CLIENT SERVICE SPECIALIST

With a history of working in the financial services industry, Jenna is responsible for office management, marketing and compliance, and client service and experience.

484-734-9057 | jsweeney@marchfwd.com

Shireen McVan, JD.

Paraplanner

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 | smcvan@marchfwd.com

Christopher Truscello, RICP®

COO and Partner
Chris is responsible for the operations and business management of March while simultaneously managing his own client book of business. With an expertise in wealth accumulation strategies, retirement strategies, and personal financial analytics, Chris builds lifelong relationships with clients to provide creative and valuable solutions for every stage of life.

484-734-9055 | ctruscello@marchfwd.com

Paul Sloate

Strategic Alliance
Paul is an experienced Entrepreneur, Investor, and Advisor with a deep understanding of Strategy and Finance. Paul has advised management teams from small start-ups to Fortune 500 companies, enabling companies to achieve growth targets and to understand the resources necessary to support their strategic growth objectives. Paul is not affiliated with DFPG or March.

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 and Investment Advisory Services offered through DFPG Investments, LLC, an SEC registered investment advisor. Member FINRA/SIPC. March and DFPG Investments, LLC are unaffiliated entities.