Marv "Sr" has over 25 years of experience in the Security industry, with 20 years of that time specializing in 401(k). Having series 7, 63, 66, and 8 industry licenses, he serves as our branch manager. Along with his industry licenses Marv also has Health and Life insurance licenses. For 15 years he was the 401(k) Specialist at Northwestern Mutual Financial Network, prior he was 401(k) Designer and Administrator at Rafferty & Company, Retirement Planning Coordinator at Merrill Lynch and Supervisor of Retirement Benefits at United Parcel Services (UPS).

A graduate from the University of Utah with a BS in Economics. His passions are his six children, horse back riding, traveling the country in his RV, sailing in the British Virgin Islands, where he has earned the rank/right to "captain" each voyage.

Marv has been a steadfast support to his wife, who began her battle with breast cancer in the fall of 2008. When his time allows, Marv enjoys working with the community serving his neighbors and friends.