Marcus Ott, EA

Marcus has over five years of experience assisting clients with tax preparation and financial planning. In June 2024, he earned his Enrolled Agent (EA) credential, enrolling him to practice before the IRS. He has also spent five years working alongside seasoned advisors and is now an Investment Advisor Representative, offering integrated strategies in tax planning, retirement, and wealth management. 

Marcus holds both Series 7 and Series 66 licenses. He obtained his Bachelor of Science degree from the University of Wisconsin Whitewater, where he studied criminology and business. He also has an Associate's degree in accounting as well as Health and Insurance licenses.