Marc joined Geometric Wealth Advisors in 2021. He spent the prior ten years in both advisor and back/middle office roles at MRA Associates, a boutique wealth management firm headquartered in Phoenix, Arizona. He joined Geometric to optimize the team’s time around business operations as they optimize clients’ time around finances. As Chief Compliance Officer, he works with the team to ensure transparency, uphold regulatory standards, and foster trust with our clients.
Marc lives in Mesa, Arizona with his wife and four children.