Prior to joining Baird in 2018, Marcus worked in banking in the Milwaukee area. It was there he discovered his passion for helping individuals and families make financial decisions. This led him on a path to becoming a Financial Advisor.
Marcus holds the CERTIFIED FINANCIAL PLANNER™ designation and provides comprehensive financial planning advice to his clients. Additionally, he holds the Qualified Plan Financial Consultant designation and is a leader in the retirement plan space with the Diagrid Group. Marcus and his group manage over 150 corporate retirement plans throughout the country.
Marcus graduated from Cardinal Stritch University in Milwaukee, WI with a BA in Business Administration. Marcus was captain of the Men’s Basketball team that won two conference championships during his time there. In addition to being a huge Chicago sports fan, Marcus enjoys traveling, attending live sporting events, and spending time with friends & family.