Marc builds strong relationship foundations with agents and advisors through his strategic investment platforms that promote wealth accumulation and tax advantaged vehicles.

Through his firm, Strategic Marketing Financial Services, Marc offers a full range of Leveraged Planning options and various financial and insurance services for the high net worth client.

Harry is an associate in AFRCT’s Trusts and Estates department. Harry earned his Juris Doctorate degree from Harvard Law School, where he was a winner of the Williston Negotiation Competition and featured in the mass-market paperback 55 Successful Harvard Law School Essays. Prior to law school, Harry graduated from Purdue University as the Outstanding Senior in Sociology and delivered the class commencement address.
Harry’s practice focuses on comprehensive estate planning for high net worth (typically in excess of $10 million and frequently into the hundreds of millions) families and the representation of fiduciaries in probate and trust matters. Harry has generated plans and transactions resulting in millions of dollars of tax savings for multiple generations of families, and has guided executors and trustees through the complexities of post-death administration.

Keith Harris is the founder of Harris Financial Solution, Inc.. He earned is Finance Degree from the University Of Texas and has over18 years experience working in Financial Services. Keith spearheded the Million Dollar Round Table (MDRT), has been named as a Top 5 FinancialStrategist with FRA Financial Group, is a Senior Partner for BCD Advisors and Registered Investment Advisor Representative

Keith works with assets under management+$50,000,000. As a trained and licensed financial professional of Harris Financial Solutions and FRA, Keith can help determine your needs, customize and develop a strategic plan that meets your personal financial objectives.