Marvin is a seasoned financial planning consultant with a career spanning more than 40 years. Since 1979, he has been helping clients build, manage, and protect their wealth through thoughtful, personalized financial strategies.
His services cover all key areas of financial planning—including insurance, investment management and retirement planning—ensuring clients have a well-rounded approach to achieving their financial goals.
Marvin works closely with a broad range of clients, including business owners, professionals, corporate executives, and individuals. He is known for his practical insight, long-term perspective, and commitment to delivering solutions tailored to each client's unique needs.
BACKGROUND & EDUCATION:
Business Management Degree, Murray State University, 1977
Investment Adviser Representative
LUTC Business Insurance and Estate Planning
LUTC Disability Income
LUTC Estate and Retirement Planning