Marcus is a Chartered Financial Analyst with over two decades of experience helping women and their families navigate life’s most critical financial transitions: retirement, widowhood, and the journey toward financial independence.

Before working directly with families, Marcus spent the early years of his career managing multi-billion-dollar institutional portfolios for Invesco and Bank of America. Seeking more meaningful work, he transitioned to a multi-family office over twenty years ago, where he discovered his calling: helping families prepare, not just financially, but emotionally, for the unexpected. He ultimately founded his own independent firm, Narrow Gate Wealth Management, built around a simple conviction that most women will outlive their spouses and face retirement on their own, and that too many aren’t truly prepared for that reality.

That conviction was forged through personal experience. Shortly after making the leap to work with families, Marcus was hospitalized with a life-threatening condition. Doctors told him he wouldn’t have survived the year had it not been caught. His wife, Tracy, the mother of their infant daughter, was close to becoming a widow. They weren’t ready. That moment reshaped how Marcus thinks about planning. Estate readiness isn’t for the dying. It’s for the living and for the people you love.

Seeking a truly fiduciary environment, Marcus chose to partner with Lifeworks Advisors to continue his mission: working alongside women and families to design clear, personalized financial plans that tie to their values and vision.

Marcus was raised in South Carolina and married in North Carolina. He and Tracy started their family in the suburbs of Atlanta before moving to Southern California in 2016. They are proud parents of two children in their twenties and an Australian Labradoodle named Roo. When he’s not helping clients, you’ll find Marcus cooking outside, leading a men’s Bible study, exploring trails in his Ford Bronco, or cheering on Liverpool Football Club, whose anthem, “You’ll Never Walk Alone,” has become the mantra for his approach to wealth management.