Our Qualifications

Pat Marusarz

30+ Years of Industry Experience
Master's in Business Administration
Summit Qualifying Advisor*
CERTIFIED FINANCIAL PLANNER™ Professional

Alex Marusarz

5+ Years in the Industry
Bachelors Degree in Finance and Marketing from University of Iowa
Previous Experience as a Wells Fargo Mortgage Consultant
CERTIFIED FINANCIAL PLANNER™ Professional

^{*The Summit Award was awarded by Waddell & Reed prior to Pat Marusarz's affiliation with LPL Financial and was based on total gross revenue for 2018-2020.}