About Marc

Marc is a Retirement Plan Consultant at Everhart Advisors.  He has been in the retirement industry since 2011 and has extensive experience in 401(k) plans, 403(b) plans, 401(a) plans, defined benefit pension plans, and various non-qualified plans.  Before joining the firm in 2025, Marc was an external wholesaler at J.P. Morgan Asset Management for 8 years, specializing in delivering the firm’s recordkeeping and investment solutions to defined contribution plans.  Prior to joining J.P. Morgan, Marc was a Team Leader and Retirement Plan Consultant with Oswald Financial, where he led and managed the client management team in the delivery of retirement plan solutions and services to plan sponsors including, but not limited to, fiduciary best practices, investment due diligence, provider & plan benchmarking, and plan design consulting.

Marc is a Chartered Retirement Plan Specialist (CRPS®) and holds Life, Health, and Variable Annuity licenses. He earned a Bachelor of Science in Sport Management and Business Administration from Ohio University, and a Master of Business Administration from John Carroll University.

For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/