Focus:
Marco joined our team in 2022 as an intern and quickly transitioned to a part-time role. He works
closely with advisors Keven and David, as well as Practice Manager Cathy, to support the financial
planning process with the goal of improving team efficiency while gaining valuable experience.
Marco is passionate about the impact financial planning can have on individuals’ lives and aims to
become a financial advisor.
Education & Background:
He is a senior at John Carroll University, pursuing a degree in Financial Planning and Wealth
Management, with plans to earn the Certified Financial Planner (CFP®) certification after graduating
in May 2025. He is also active in campus organizations such as the Improv-Theater and the
Financial Planning & Wealth Management association.
In his free time, Marco enjoys traveling and embracing new experiences with the motto “I’ll try
anything once!”