My name is Marlon. My wife, Jill, is a Speech Therapist, and our son, Teddy, is a professional rascal.
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 and all Allied Health professionals 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.
You receive a comprehensive financial roadmap for living life on your terms.
Education and Training
BSBA, Finance, Financial Planning
Series 65 Uniform Investment Advisor Law Exam
Community, Charitable or Professional Organizations/Associations
Member, Financial Planning Association
Board Member, Sawyer Business School Alumni Board
Member, North Attleboro/Plainville Rotary Club
Member, Saint John's Lodge A.F.&A.M.
Member, XY Planning Network
Member, Association of African American Financial Advisors
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.