Marv has been an advisor for over 27 years. He received his MBA from the University of Rochester, and later, after a three year exam series, earned the Chartered Financial Analyst credential. He has a widely diversified business background, with a career history that includes public accounting, banking at large money center banks, restaurant ownership, real estate investment, financial education, and stock brokerage, trading, and securities analysis.

As a result of his training and experience, he is able understand the personal needs of many different individuals and business owners. His expertise since 1991 has been in the financial services industry as an advisor with the AXA, Berkshire and Guardian Life, and Raymond James firms, amongst others.

The father of a physician, much of Marv's time is now spent on educating Medical Professionals on the many aspects of Financial Planning relevant to them. Marv frequently educates students, residents, fellows and attending physicians on the following: Disability and Life Insurance, Debt Repayment Strategies, Retirement Planning, establishing a Credit History, Creating an Emergency Fund, and Budgets.

For professionals starting practices, his expertise is in Business Planning for Owners. Marv best enjoys developing "Tax Advantaged" Plans to meet client needs, such as Qualified Retirement Plans, IRA's, 401K's, etc. He works comfortably with clients in many fields as well as their Tax Advisors and Attorneys. Marv specifically endorses the concept of "Retiring without Risk", that is, investing in assets and plans that will not go down in value over time.

Born and raised in New York City, Marv and his wife lived in Florida for over two decades, and now reside in Colorado. He is licensed as an independent disability insurance broker for Guardian Life and other carriers. His son, Jonathan, is a physician and his other son, Benjamin, is an attorney who works with physicians.