Marcus is a co-founder and managing partner at BlueChip Wealth Advisors and has over 23 years of portfolio management and financial planning experience. Marcus takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When he helps a client reach a goal in their financial lives, regardless of how big or small, it brings him great satisfaction to know that he has used his knowledge and skillset to benefit others. Within his role, Marcus is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions. His career began at a boutique municipal bond