phone 800.991.6695

Our Team

back

Marcus Bloom

Relationship Manager

Marcus began his career in financial planning 20 years ago, as Practice Manager for an independent planning firm in Dallas, TX. He then served for 5 years as Client Services Manager of an independent financial planning firm in southern California. In both of those roles he learned the importance of helping clients discover and articulate their values and compelling desired outcomes. From that beneficial discovery, alignment with the many tools and solutions is best achieved.

Now residing in Athens, Georgia, he supports independent financial professionals throughout the country. He’s passionate about helping advisors create certainty for their clients and their practices.


In his free-time you’ll likely find him on the golf course, running and cherishing his time with his two daughters. His only son (dog Buckley) assists him in the office, when not barking at squirrels or napping.


GETTING TO KNOW MARCUS


HOBBIES: Spending time with my 2 daughters, golf, playing guitar, hiking, running

PETS: My dog Buckley - my only son and business partner

FAVORITE PLACE HE'S TRAVELED: Texas Hill Country

FAVORITE BOOK: Lonesome Dove

FAVORITE MOVIE QUOTE: "Do. Or do not. There is no try." - Empire Strikes Back

BIGGEST FEAR: House fire

FIRST JOB: Golf course

SOMETHING ON HIS BUCKET LIST: Train ride from WA to Vancouver and vacation in Thailand