Our Team
MARC J. BERNSTEIN,
JD, ChFC®, CAP®, CLU®
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
KEVIN CROWLEY
PARTNER
Kevin’s principal role involves organizing the various steps associated with the implementation of our clients’ plans. His dedication to client satisfaction drives him to continuously seek innovative solutions that meet their evolving needs. Kevin’s extensive experience in financial and estate planning, as well as his analytical skills, enables him to effectively communicate the short and long-term benefits of comprehensive strategic planning.
484-734-9053 | kcrowley@marchfwd.com
ANDREW HAUBER, ChFC®
PARTNER
Andrew takes a personalized approach to financial planning, understanding that each client’s journey is unique. He listens carefully to their aspirations, assesses their financial landscape, and develops tailored strategies to help them achieve long-term success. With a deep knowledge of investment management, retirement planning, and wealth preservation, Andrew empowers his clients to make informed decisions with confidence.
484-734-9054 | ahauber@marchfwd.com
Christopher TruscellO
RICP®, CLF®
Partner
Chris is responsible for the 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
ALEX DECK, WMCP®
FINANCIAL PLANNER
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.
484-734-9060 | adeck@marchfwd.com
PAMELA GOOD
CLIENT ONBOARDING COORDINATOR
With her vast experience in financial services, Pam guarantees that the client onboarding process is seamless and efficient. She meticulously reviews each step of the process, from initial contact to final account setup, ensuring that every detail is handled with precision. She takes pride in building strong relationships and continuously strives to enhance the client experience as well as internal processes.
484-734-9063 | pgood@marchfwd.com
NICHOLE HALL
ADMINISTRATIVE ASSISTANT
Nichole offers vital administrative support to March, contributing to both office efficiency and client satisfaction. With years of experience in administrative work, she embodies a commitment to excellence and maintains a positive attitude, rending her an invaluable asset to the team. Nichole approaches each responsibility with unwavering dedication and enthusiasm.
484-734-9062 | nhall@marchfwd.com
REBECCA HART
cLIENT SERVICE ADMINISTRATOR
Rebecca serves as our dedicated Client Service Administrator. With a strong passion for client service, she excels in providing innovative solutions and delivering exceptional support to our clients. Whether it is resolving a complex matter or simply providing guidance, she approaches every task with enthusiasm and a commitment to excellence. Rebecca’s keen attention to detail and proactive approach ensure that clients receive the highest level of service.
484-734-9056 | rhart@marchfwd.com
Shireen McVan, JD.
Paraplanner
Shireen has a legal background as an attorney and a proven track record in the financial services industry. As a seasoned consultant in business planning, retirement planning, legal writing, and estate planning, she is instrumental in collaborating with advisors to develop our clients’ financial strategies. Her ability to translate intricate legal and financial concepts into actionable strategies empowers clients to make informed decisions with confidence.
484-734-9059 | smcvan@marchfwd.com
JENNA SWEENEY
DIRECTOR Of ADMINISTRATION
Jenna brings a wealth of knowledge, experience, and expertise to her current position leading the HR and Operations of the company. She understands the intricacies of the industry and has a keen eye for identifying opportunities for innovation and improvement. Jenna is passionate about creating efficient processes that enhance employee satisfaction and drive organizational success.
484-734-9057 | jsweeney@marchfwd.com
CONTACT US
CONTACT DETAILS
PHONE: 484-734-9050
EMAIL: info@marchfwd.com
ADDRESS:
918 Maple StreetConshohocken, PA 19428
CONTACT FORM
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 / SIPC
FINRA Broker Check | Customer Relationship Summary Disclosure