Marcus Bloom

Lead Advisor

Raised in a family of entrepreneurs, Marcus learned at a young age the challenges, rewards, grit and perseverance associated with business ownership. A Texas native, Marcus graduated with honors from the University of North Texas with a degree in business. His professional licenses include the Series 66, Series 7, Series 63, and Life, Health and Long-Term Care.

As an integral team member at several successful financial planning firms, and as a risk management consultant to successful CPAs and CFPs, he has 20+ years’ experience helping people transform their financial and life planning uncertainties into clarity, confidence and peace of mind.

He lives in Athens, Georgia, where he enjoys time with his two daughters and pup. For many years he served as a community small group leader and production assistant at his church. Veterans for Child Rescue, Water for LIFE, Habitat for Humanity and St. Jude are charitable organizations near to his heart. In his free time, he enjoys seeing live music, playing golf, hiking, running, playing guitar, cooking and traveling.