Marco Montez is a Business Development Specialist and is often the first point of contact for prospective clients. He also connects with clients on an ongoing basis to ensure their scheduling needs are met with regard to their financial planning appointments.
Marco has a business degree from Arizona State University and his experience includes working in the retail industry. He and his wife, Sandee, have 4 children and 13 grandchildren and enjoy their free time with them and also enjoy traveling.