Marc Bergeron, CFP^®

What path led you to wealth management?

I always loved working with numbers growing up, and I also knew that I wanted to help and serve people in some way. In college, I began to enjoy learning about personal finance, and realized just how much there is to discover in that subject. Wealth management then became a fantastic way for me to foster relationships and help individuals and families in an area that is vitally important to everyone, while using the technical skills I have acquired throughout my life.

Why did you join TFO Wealth Partners?

I joined TFO Wealth Partners because I saw the high level of care and service TDC provides to all our clients and their entire families. While investment management is our foremost specialty, we truly provide holistic planning that encompasses all of a client’s financial picture. TFO colleagues genuinely “be more” and go the extra mile for our clients – keeping the motto of “helping families connect wealth and purpose” at the forefront.

What most excites you about your work?

The thing that most excites me about my work in wealth management is knowing that every day I am helping to make a positive difference in the lives of the individuals and families we serve and helping them make informed financial decisions that will have a direct and positive impact in their lives and the community around them.

What has been your most rewarding career experience?

The most rewarding experience so far in my career has been seeing the clients we serve reach major milestones in their lives, such as a retirement, graduation, or home purchase, and knowing that we have played a role in helping them get there.

What personal accomplishments are you most proud of?

Some accomplishments I am most proud of is being a four-year member of the NCAA baseball team at Hillsdale College, as well as passing my Series 65 test while working at TFO. Additionally, being a great family-member and friend to those in my life is something I take immense pride in

What are some of your life's biggest influences?

My two biggest influences in my life are easily my parents – they live bold and courageous lives of faith, are active members in the community, and have made countless sacrifices so that my two siblings and I would have many opportunities in our own lives. I am incredibly grateful for them.