Marcus focuses on comprehensive financial planning for our clients.  He works closely with professionals and retirees from a variety of industries.  Marcus works with business owners and professional athletes, helping them with retirement planning, insurance needs, locating more cost effective loan opportunities and aligning appropriate investment strategies.  His consultative approach allows him to evaluate their options carefully to ensure they're working strategically with their overall life plan.  As a Portfolio Manager, Marcus focuses on utilizing the appropriate risk mitigation tools and theme based investment strategies to create unique portfolios.  Marcus enjoys spending time in nature, traveling and cheering for the St. Louis and Arizona Cardinals.

Registered States:
AR, AZ, CA, CO, CT, FL, ID, IL, IN, KS, LA, MA, MO, NC, NY, OH, PA, RI, SC, TX, UT, VA, VT, WI

Sabrina began her career with UBS in 2005 after graduating from DePaul University with a B.S in Finance. She recently joined the Brandt Wealth Management Group with her primary responsibilities in account maintenance and processing the day to day needs of clients. Sabrina is passionate about client service and does all she can to make a client’s life easier. Truly believing that no task is too little or undeserving of her attention, she maintains a proactive and diligent approach to details that gives clients a keen sense of security and confidence. She holds FINRA Series 7, 9, 10 and 66 licenses.  Sabrina moved to Arizona 2 years ago with her husband, Tom.  Together, they love spending time with friends and family, traveling and being outdoors. 

Registered States:
AZ, CA, IL, MO, TX