MEET THE TEAM
Marcus Warren
President
Marcus Warren’s story begins with determination. Raised in a hardworking, lower-middle-class family that believed in education and perseverance, Marcus dreamed of becoming a corporate lawyer. After earning a football scholarship, he took a detour into the working world, first in call centers and then banking, eventually finding his calling in financial services. When life led him from Dallas to Kentucky with a new baby and no office, he went door to door—alone in a suit under the summer sun—building a book of business from scratch. It wasn’t glamorous, but it taught him resilience, empathy, and how to find light in hardship.
Marcus began his career in a call center, quickly earning promotions before relocating to Kentucky to help launch a new branch. From there, he shifted into banking and financial advising with a corporate company, where he built his client base the old-school way: knocking on doors in rural Kentucky with no office, no safety net, and a new baby at home. That experience defined him, taught him grit, and propelled his career forward. After a few years in corporate, he left to go independent because he saw the opportunity to serve his clients better. He had learned that the corporate sector was designed for profit, but Marcus was about people.
Through it all, Marcus has never lost sight of why he started. Every move he makes is for his four children; to show them what’s possible with resilience, vision, and work ethic. He doesn’t just talk about success; he models it. Whether he’s guiding clients, coaching youth football, or showing up as the face of his firm, Marcus believes in creating a ripple effect. He is the change-maker, starting with his own story, and extending that impact into the lives and futures of everyone he serves.
Adisa Selimovic, EA
Director of Strategy and Operations
Bio coming soon!
Joan Foret
Client Services Coordinator
Bio coming soon!
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