Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
From a personal perspective, I am an avid movie fan and probably should own stock in Redbox, Netflix, Cobb Theaters, Lucas Arts, DreamWorks and the like... I also enjoy golf, fishing, spending time with my family and playing a wide variety of board, card and video games. Yes, I admit to being a gamer ever since I owned my first Commodore64.
My favorite time of year is the fall, when the weather begins to cool and SEC/College Football is in full swing. My guilty pleasure is anything food related. Clients often will hear me or my team say "We travel by food", as we are always on the lookout for where the locals go.
I enjoy helping people and building long term relationships. I'm seeking more like minded clients to become part of my ever expanding family.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Marco’s Licenses and Disclosures