Marc has worked successfully with business owners, professionals, affluent families and individuals throughout the country. Marc became an Accredited Asset Management Specialist in 1988. In addition to his financial advisory practice (Meridian Wealth Management), he is currently CFO of Regency Affiliates, Inc. Regency is a non-filing, publicly traded company with ownership in a power plant and a building near Washington DC that houses a division of the United States Social Security Department. This capacity provides unique insight into many of the financial issues of small businesses. His previous position as lead portfolio manager for a trust company has provided additional experience in the areas of investments, asset allocation and taxation on investments. He currently serves on the Board of Directors of House of Hope as well as a past Chairman of the Board. He is a graduate of Albright College with a Bachelor’s degree in Applied Economics.