Thomas Marek Email

Financial Plan Coordinator @ Heritage Financial Consultants LLC

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Thomas Marek Location

United States

Thomas Marek Work

2023 - now Financial Plan Coordinator @ Heritage Financial Consultants LLC
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2023 - 2023 Trade Support Specialist @ Raymond James
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2022 - 2023 Strategic Support Associate @ Jackson

2020 - 2022 Underwriter @ Homepoint
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2020 - 2020 Loan Insuring Analyst @ Homepoint
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2019 - 2020 SPC Service and Trading Associate @ Sigma Financial Corporation
2018 - 2019 Financial Representative Intern @ Northwestern Mutual
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2016 - 2018 Township Deputy Clerk @ Village of Crystal, Michigan
2016 - 2017 Ecommerce Business Analyst - Account Manager @ Craig Frames

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Thomas Marek Education

Michigan State University
Master of Science - MS (Financial Planning & Wealth Management)
2022 - 2023
Central Michigan University
Bachelor’s Degree (Business Administration and Management, General)
2016 - 2019

Thomas Marek Summary

Thomas Marek, based in United States, is currently a Financial Plan Coordinator at Heritage Financial Consultants LLC. Thomas Marek brings experience from previous roles at Raymond James, Jackson and Home Point Financial. Thomas Marek holds a 2022 - 2023 Master of Science - MS in Financial Planning & Wealth Management @ Michigan State University. Thomas Marek has 2 emails on RocketReach.

Thomas Marek Emails

Found 2 emails

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Top Heritage Financial Consultants LLC Employees

Brian Gracie

Founder,Financial Planner at Heritage Financial Consultants LLC

Cockeysville, MD, US
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Brian Horn

Partner at Heritage Financial Consultants LLC

Cockeysville, MD, US
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John McCarthy

Partner- Financial Planner at Heritage Financial Consultants LLC

Baltimore, MD, US
1
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4
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Christopher Portner

Financial Planner at Heritage Financial Consultants LLC

Cockeysville, MD, US
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Elizabeth Goss

Financial Planner at Heritage Financial Consultants LLC

Baltimore, MD, US
1
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1
- +1 443-604-XXXX
Thomas Spray-Fry

Independent Financial Planner at Heritage Financial Consultants LLC

Lutherville-Timonium, MD, US
2
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- heritageconsultants.com
4
- +1 410-771-XXXX
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Stephen Merrill

Financial Planner at Heritage Financial Consultants LLC

Cockeysville, MD, US
2
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1
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Paul Baader

Financial Planner at Heritage Financial Consultants LLC

Cockeysville, MD, US
5
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Andrew Horowitz

Financial Planner at Heritage Financial Consultants LLC

Baltimore, MD, US
2
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1
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Robert Ellrich

Wealth Advisor at Heritage Financial Consultants LLC

Cockeysville, MD, US
3
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4
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Evan Horn

Financial Planner at Heritage Financial Consultants LLC

Cockeysville, MD, US
2
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- lfg.com
3
- +1 410-286-XXXX
- +1 571-265-XXXX
- +1 410-382-XXXX
Connor Buck

Client Relationship Manager at Heritage Financial Consultants LLC

Cockeysville, MD, US
1
- heritageconsultants.com
Nasser Ali

Director of Investment Management at Heritage Financial Consultants LLC

Cockeysville, MD, US
2
- +1 410-339-XXXX
- +1 410-252-XXXX

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