With over 25 years of experience, Marc brings a variety of skills to Wealth Enhancement Group. Formerly the CEO of Strategic Liquidity Services at JOYN Advisors, Marc excels at orchestrating professional teams that can help business owners make the most of their liquidity options. Marc leads clients through a process that allows them to get what they want at “the intersection of the corporate and the personal,” with a heavy emphasis on tax planning in cooperation with tax counsel.
Marc’s diverse background as a corporate attorney and as an aide to a U.S. Senator helps him identify opportunities and address problems unique to the business owner and to wealthy families. He has also served as a member of the Board of Visitors of Emory University among many other charities and boards. He is a frequent writer and speaker, including recent articles for Forbes.com. Marc and his wife, Bev, live in Atlanta with their four amazing daughters.
- JD, University of Georgia School of Law
- BA, University of Virginia
- Five Star Wealth Manager* (2013-2021)
- Harvard Business School Program - Leading Your Small Business Through its Lifecycle (2014)
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 or 2021 FIVE STAR Wealth Managers.