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Marc Smith

Marc Smith

Administrative Assistant

Marc Adrian Smith is an Administrative Assistant who helps in communications with our clients and data entry.

Marc has 10+ years of experience helping clients with administrative needs that include directing their phone calls, data entry of plan related information as well as processing participant distributions.

Marc holds a degree in Business Administration from Heald Business College.

Additionally, he has successfully completed the ASPPA Retirement Plan Fundamentals Course. Marc lives in Fresno, is actively involved in his church and enjoys hanging out with his friends.