Marc moved to Houston in 1997. Prior to forming the practice in 2002 he worked at Ernst & Young, Arthur Andersen, and KPMG. He specializes in federal and state tax compliance, strategic planning, executive & management consulting, and with accredited investors. A majority of his clients utilize him as an outsourced CFO for their business ventures. He is an experienced financial planner and has been involved in the hands-on management of numerous multi-million dollar investment portfolios.
Marc has held the CPA certification since 2001. He previously held the Series 7, Series 63, and Series 65 securities license when he was actively managing portfolios, analyzing investments, and making investment decisions & recommendations thereon.
He has been acknowledged for his contributions to the profession. The Houston Society of Certified Public Accountants awarded him the "CPE Event of the Year" during his tenure as Chair of the Healthcare Committee in 2017.