Marcus is truly passionate about helping people formulate plans to reach their goals. Since 1999, he has been involved in that process with hundreds of clients as a professional in the financial services industry. In 2011, he enrolled at Arizona Summit Law School. It wasn’t always easy balancing family and school while maintaining a growing financial services company. With the help of his wife Jennifer and others, along with some divine intervention, he graduated with honors (summa cum laude) in 2014. The rest is history. He now spends his time helping individuals and families create and maintain solid financial and estate plans – truly important work! Marcus grew up in Scottsdale, went to Horizon High School and then joined the United States Marine Corps Reserves. Following his active duty training, he went on a two-year mission for the Church of Jesus Christ of Latter-day Saints and later graduated from Arizona State University – go Sun Devils! Along the way he moved to Mesa where he met his sweetheart – Jennifer. They married in 1999 and are blessed with six children (four boys and two girls)! So when he’s not at work, you’ll find him playing with my family, fixing up the house, or playing basketball.

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