Marc is a Certified Financial Planner™ and Registered Representative with Kestra Investment Services, LLC and an Investment Advisory Representative with Kestra Advisory Services, LLC who works with clients to help them plan, invest, and implement solutions for achieving their financial goals and priorities. In addition, he conducts employee education for 401(k) plan clients aimed at improving outcomes and retirement readiness for client employees.
Prior to joining Strategic Retirement Partners, Marc was responsible for directing retirement plan services and relationship management for an advisor and also worked for a large national plan provider, conducting workplace education and individual one-on-one benefit consulting. Throughout a career of more than 25 years, Marc has worked in several fields, including financial management and analysis, sales, and marketing. Marc holds a CFP(R) and Chartered Financial Consultant designation as well as his Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) licenses. Marc is a Summa Cum Laude graduate of Bryant College with a Bachelor of Science in Finance.
Marc lives in Cumberland with his wife and their two sons who are currently away at college. He is a member of the Financial Planning Association of Rhode Island, Vice President of the Cumberland Library Fund, and serves his church as a committee member.