Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies

Community participation

3rd Annual Shred-it and Food Drive Event for Local Food Closet
3rd Annual Shred-it and Food Drive Event for Local Food Closet

Marc and Holly are both Newark Rotarians. Marc is secretary for the club. Holly is Newark Rotary President for the 2019-2020 Rotary year.

Marc and Holly both are Country Officers for the Rotary Youth Exchange Program.

Marc has been an Assistant Scout Leader for the Boy Scouts of America and has earned his Wood Badge

Marc and Holly are members of the Newark Chamber of Commerce and the Geneva Chamber of Commerce

Marc and Holly sponsor Alex Eligh Community Baseball/Softball Teams