General Info

At Marquis Wealth Management Group, we carefully listen to the client, assess their individual needs, develop an understanding of their goals, and then suggest a customized course of action for their consideration. As noted in the team member tab, Rick Krichbaum, Trevor Whitley, Brian OConnell and Abbey Shupe each are CERTIFIED FINANCIAL PLANNER professionals. Our professional staff (see the team member bio section for the credentials for each individual) is committed to promoting a highly personal, positive and confidential environment and are dedicated to working with clients to obtain the best investment, financial planning, and, as needed, insurance products and services available.