Marquis brings a unique blend of analytical thinking and client-focused support to his role as an Investment Specialist Assistant. He works closely with advisors to help clients understand their investment strategies, portfolio allocations, and financial plans with clarity and confidence. His role focuses on simplifying complex information in order to help advisors service client needs.

With a background in finance and biochemistry, Marquis applies a detail-oriented mindset to investment research, financial analysis, and planning support. He ensures that the insights and materials provided to advisors align with each client’s broader financial goals. Marquis earned his degree from Oregon State University Honors College, where he developed a strong foundation in critical thinking and financial principles.

Outside of work, Marquis enjoys reading, spending time with family, and exploring the outdoors. He also values giving back through volunteering, mentoring, and serving as a helpful resource for others.