Our Team

Marcus began his investment consulting career in 1987 as a Fixed Income Portfolio Manager for a Virginia based financial institution. He is a licensed certified public accountant and a 40-year resident of Suffolk Virginia. In 2011 he...

Holly Poe has been Marcus’ Assistant since 2006. Holly graduated from Old Dominion University with a bachelor’s degree in Business Management. She began her career in 2005 as an Operations Specialist at Anderson & Strudwick...