Marc graduated Purdue University in West Lafayette in May of 1993 and joined Oak Partners at its founding in December of that year. He has served clients providing planning and investment management for his entire career. He has also served Oak Partners in a supervisory capacity since 1998. He is the team leader of the Oak Partners Principal Management Group with teammates Bridget Shoemaker and Clint Henry.
Marc’s investment, financial planning and economic commentary has been enjoyed in Northwest Indiana since 2002 when he began writing the “Your Mind on Money” column for the local newspaper, the weekly column is now featured in the Northwest Indiana Times (link to NWI.com).
He currently maintains six different securities registrations held through LPL Financial: Series 63, 65, 7, 24, 51 and 4. These registrations qualify him to work as an investment advisor representative of LPL Financial as well as qualify him to supervise investment professionals, accounts, and strategies with additional qualification in municipal securities and equity and index options.
Marc and his wife Tracy reside in the Boone Grove area of Porter County. The family has four children. Marc’s non-profit interests involve serving individuals and families challenged with disabilities on both the local and state level. He also highly involved with organizations providing assistance to those struggling with poverty in Porter County as well.