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About Us
Marlon T. Wesh
Principal & Wealth Advisor
My name is Marlon. My wife, Jill, is a Speech Therapist, our son, Teddy, is a professional rascal and our newest, Remy, is a lover of sleep.
When Jill was in labor, we discovered that Teddy's Labor and Delivery Nurse was a Travel Nurse...
(We love you Jess❤️!)
After chatting with Jess about life on the road, the Travel Nurse Financial Advisor idea was born!
Travel Nurses provide critical services that help individuals and families live thriving lives.
But who takes care of the helpers when they're helping others?
As your financial advisor I bring my experience in the nuances of finance and taxation for travelers and my gift of crafting actionable plans.
The result?
You receive a comprehensive financial roadmap for living life on your terms.
Meg is our Director of Client Relations. She lives and breaths all things organization, processes and client experience.
In the past, Meg served as the Director of HR for a clinical trial recruiting firm on the cutting edge of pharmaceutical development.
Meg brings with her a host of skills and experience to the table that our clients are forever grateful for.
PS: Oh... and she's also my sister-in-law! Do you see the sister resemblance?
Education and Credentials
Suffolk University
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MBA, Taxation
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BSBA, Finance, Financial Planning
North American Securities Administrators Association
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Series 65 Uniform Investment Advisor Law Exam
Internal Revenue Service
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Federal Tax Return Preparer (PTIN# P02382248)
Involvement
Community, Charitable or Professional Organizations/Associations
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Member, Financial Planning Association
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Board Member, Sawyer Business School Alumni Board
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Member, North Attleboro/Plainville Rotary Club
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Member, Saint John's Lodge A.F.&A.M.
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Member, XY Planning Network
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Member, NAFPA
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Member, Association of African American Financial Advisors
OUR VALUES
You Before Profit
We believe in conflict-free advice. We do not receive any third-party compensation for any financial products or services offered. Our financial and legal obligation is to you and you only.
Data Not Drama
We use our proprietary EGPT Model™ to eliminate guesswork in your finances and prepare you for each life stage beginning with the birth of a child to the close of a dignified life.
Planning Not Gambling
We are planners not gamblers. Established goals drive our actions. Discipline, not greed, informs our investing. Integrity and transparency is the foundation of all we do.
Proactive Not Reactive
Working with us means someone is always thinking about how life affects you. From the political arena to new tax laws, market fluctuations or change in family status. You’re always on our minds and we’re proactive in solving problems.
