A sixth-generation Arizonan, Marcus is Vice President of Investments and an advisor at Johnson Financial. He brings technical expertise and a pragmatic perspective to the financial planning profession. He specializes in portfolio management and comprehensive financial planning. Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University. Marcus served as President of the Financial Planning Association of Greater Phoenix (a professional association