Marc Wambaugh

CFP®

Senior Wealth Advisor

Marc began working at Cassady Schiller in 2006 and works as a Senior Wealth Advisor for the company, helping individual clients realize their financial goals.

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Marc grew up in Cincinnati, graduated from Elder High School in 1991, and earned his bachelor’s degree from The Ohio State University in 1996.

 

He began working in the investment industry in 1997. He earned his securities licenses and worked his way up from supporting other brokers/advisors to advising individual clients. Eventually he earned his registered investment advisor license.


His ongoing commitment to professional development led him to earn his Masters of Accounting from Northern Kentucky University in 2009. In 2011 he passed the CERTIFIED FINANCIAL PLANNER TM  exam. Marc is now a CFP ®  professional.


Marc lives in West Chester with his wife Lynn and their two children. During his free time he enjoys golf, watching his kids in their sporting endeavors, and spending time with his family.

Contact Us

4555 Lake Forest Drive, Suite 400

Cincinnati, OH 45242

(513) 483-6699 /

(800) 378-8606

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