Marcus Velasco

Marcus enjoys sharing the tools and resources, as well as his experience, that help clients build and stick with their financial plans. Clients know they can count on him to face important decisions in life with confidence and clarity.

He notes that each client has a unique set of goals, needs, values and resources. Marcus focuses on building long-term relationships, identifying new possibilities and celebrating with clients when they achieve their objectives.

Outside work, Marcus enjoys spending time with his wife and three young adult children, participating in outdoor activities, including running and triathlons, and volunteering for local organizations.