Marc has been with the firm since 2007. Marc specializes in developing and servicing retirement plans for corporate clients. He has extensive experience providing investment consultation, ERISA compliance consulting, fiduciary reviews, and trustee and participant education. Marc has worked in the financial services industry focusing on institutional clients since 1995.
- Retirement Plan Director at Baker Tilly Investment Advisors, LP
Education & Credentials
- Chartered Retirement Plans Specialist℠
- Accredited Investment Fiduciary Analyst™
- West Texas A&M University, BS, Business Management and Marketing