Marc joined PCG in May 2004 as an Investment Advisor Representative with PCG and a Registered Representative with NFP Advisor Services, LLC a Certified Public Accountant since 1987, Marc joined CIGNA financial Advisors (later to become Sagemark consulting) in 1989 as a Financial Advisor. He is a member of the Connecticut Society of CPAs and is an active member of both the Personal Financial Planning Committee and the Hartford Estate and Business Planning Council. Marc is on the Quinnipiac University Athletic Board. Marc specialized in investment planning, retirement planning, estate planning, and tax planning. His focus is on the overall goals and objectives of his clients and to construct an individual plan to meet their objectives. Marc is actively involved in sports. Marc lives with his wife Patty and their two children, Megan and Matthew, in Berlin, CT.
Education and Affiliations:
- B.S. in Accounting from Quinnipiac University
- CERTIFIED FINANCIAL PLANNER™ since 1993
- CPA – Certified Public Accountant since 1987
- Member of the Connecticut Society of CPAs
- Series 65
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