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

Volunteering at the Laurel House 5k Race in Newark, NY
Volunteering at the Laurel House 5k Race in Newark, NY

Marc and Holly are both Newark Rotarians. Marc is webmaster for our club and Holly serves on the Youth Exchange Committee.

Marc and Holly enjoying supporting the Rotary Youth Exchange Program. They have hosted several students from around the world in their home.

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.

Marc and Holly sponsor Alex Eligh Community Baseball/Softball Teams, Laurel House 5K race, First Knight Racing, St. Michaels Church Golf Tournament and Finger Lakes Museum Paddle Keuka.

  • Newark Rotary Club of Newark
  • Newark Chamber of Commerce
  • Laurel House
  • Alex Eligh Community Center
  • First Knight Racing
  • Finger Lakes Museum