Our TeamMarcus A. Winbush, CFP® Chief Executive Officer
Marcus is a Certified Financial Planner® licensee with over 20 years of experience in financial services. He specializes in retirement planning and investment services for employees, business owners, and retirees. Marcus is a member of the Financial Planning Association (FPA). His planning and investment advice has been featured in the Star Tribune. He also teaches classes in Behavioral Finance for Kaplan Professional Schools. Prior to joining our firm as a Managing Partner in 2005, Marcus was a partner in a regional brokerage firm and national sales director for a Fortune 500 company. He holds NASD Series 6, 7, 24, 63 and 66 certifications. Marcus is an honors graduate from the University of North Dakota with a degree in psychology.