Personal

Marcus is an alum of Stephen F. Austin State University (2014) where he achieved his Bachelor of Science in Education. He was a first generation college graduate as the youngest of five siblings born in Chicago, Illinois and raised in Dallas, Texas. Upon graduation Marcus became an Advisor partnered with Northwestern Mutual.

The decision to become an Advisor was made with financial impact in mind. Marcus believes that knowledge, action, and influence is how change is cemented. The role he cherishes in his clients' lives is not taken lightly; he enjoys educating, refreshing, and imparting knowledge with intention in their financial lives that materializes in their tangible experience. Marcus holds the Retirement Income Certified Professional (RICP®) accredited by the The American College; this designation is important to Marcus because it brings clarity to the ultimate financial question, "do (or will) I have enough to retire?" His expertise in this subject will benefit individuals, families, beneficiaries, business owners, real estate investors, etc. for decades to come.

In March 2018 he married Dorthie (Private Practice Counselor) and residing in suburban North Dallas. Marcus and Dorthie are proud parents to their joyous son and daughter, Kwenton & Lyric.

Marcus enjoys:

  • Reading
  • Music of many genres
  • History
  • Spending time with friends and family
  • Sports; he is an avid fan of the Chicago Bears and Bulls.

Expertise

Financial planning is a nuanced process that from a surface level view can feel like all advisors are the same. Marcus' added value comes in the form of solidifying his clients' earning capacity to reduce risk of indignity and failure to achieve their wealth building goals. However, the lucid clarity discovered by even our most experienced and highest earning clients when they speak with him regarding personalized strategies to access their assets while eliminating or mitigating pain points they thought they "had to live with." Although that is the unique trait that many come to experience they often find Marcus' most substantial level of expertise is being trustworthy, authentic, understanding, and a great communicator reducing misunderstandings.

Financial Planning

Retirement Planning & Income Strategies

Disability Planning for Physicians & Dentists

Disability Planning

Investment Planning & Strategies

Tax-Efficient Strategies

Life Insurance Strategies

Education Planning & Funding

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline