Marc Whirl

Director of Strategic Growth

Credentials

Former certified financial planner, series 6, 7, 63, 24 and life and health insurance

Helping founders and executive teams solve complex business challenges through integrated legal, tax, capital, and strategic advisory solutions
Partnering with CEO’s, private equity firms, and family offices to identify growth opportunities, manage risk, and increase enterprise value
Connecting business owners with multidisciplinary experts to navigate acquisitions, succession planning, capital strategies, and long-term growth
Building trusted relationships that turn business challenges into coordinated solutions across every stage of a company’s lifecycle
Creating strategic partnerships that help organizations grow smarter, operate more efficiently, and prepare for what’s next

I believe leadership is measured by the value we create for others. Whether helping a business owner navigate a major decision, connecting people with the right resources, or mentoring entrepreneurs, I strive to lead with integrity, curiosity, and a service-first mindset.

The real me is a tennis junkie. I have been playing the sport since I was 6 years old. I became a USTA teaching pro in 2014
to 2020 and really enjoyed teaching people of all levels. To me a great weekend starts at 7am saturday on the courts
playing a couple of sets of doubles and a quick game of pickleball. Then we head off for cold beer and good mexican food.
The area we live in has a couple of real nice wineries that I like to visit a couple of times a year to taste the grapes. I am a
big pinot grigio and chardonnay fan paired with salmon makes for a low key sunday evening