Marc Bannos

Marc has worked in the financial services industry for over 6 years.  He began his career in financial services with Charles Schwab and has worked as a financial planner for other large name firms.  A seasoned professional, he specializes in insurance planning, capital gains deferral strategies, trust strategies, business succession, tax-efficient income strategies, and retirement planning.  He is an investment adviser representative of Equilus Group Inc.  Marc's niche market is working with small business retirement plans and tax minimization strategies for affluent households and their families.  He is respected amongst his peers and a definite team player.

As an educator, Marc excels in customer service and is passionate about educating his clients and helping them make smart financial decisions. Marc enjoys listening to his clients and helping them find the gaps in their financial plan and working with them to understand all their options. Whether it’s managing risk, deferring tax, or selecting the right retirement plan, Marc thrives upon helping his clients (and their families) make wise financial decisions. Marc was raised outside of Chicago, Illinois. His family has been involved with restaurants for decades, and he originally was on course to be a chef before switching majors in college. Marc graduated in the top percentage of his class at Johnson & Wales University in Rhode Island with a Bachelor’s of Science in International Business. Outside of work, he enjoys hiking, volunteering, international travel, road trips and experimenting in the kitchen. Marc and his fiancée, Angeline, currently live outside of Seattle in quiet Kent, WA.