Bringing Confidence to your Investment Planning

Marc knows that true personal financial success isn’t just about a number – it’s about the peace of mind that comes from knowing your family is taken care of.

Throughout his career, Marc has built relationships with families that span several generations – from children, grandchildren, and even some great-grandchildren who are focused on education savings plans. Every client feels like a member of his own family. He focuses on building long-term strategies that protect what matters most and believes that a solid plan should feel like a safety net for you and the people you love.

Marc and his wife, Lisa, live in Springdale, Arkansas, and have two boys. His family is the reason he’s so passionate about helping others build their financial strategy. Whether he’s chasing his kids’ sporting events or sitting down with a client to map out their future, he brings the same level of discipline and heart to everything he does. He knows that the best plans are built on trust, transparency, and shared values.

Terri began her financial services career in 2023, bringing with her more than 25 years of experience supporting the executive offices of a Fortune 500 company. Much of her prior work centered on investor relations, giving her a deep understanding of financial communications, corporate strategy, and the needs of both clients and stakeholders.

Her background in investor relations and nonprofit leadership has shaped her commitment to delivering exceptional service. Terri is known for her strong communication skills, attention to detail, and unwavering dedication to helping clients feel informed, supported, and confident. She takes pride in building meaningful relationships and responding to client needs with efficiency, clarity, and perseverance.

A resident of Siloam Springs, Arkansas, Terri enjoys a full and lively life outside the office. She has two sons, David and Danny, and five grandchildren. When she’s not assisting clients, you’ll often find her relaxing by the pool, tending to her flower beds, or spending time with family and friends.