The people on your side of the table.

Jason began advising in November 2006, which means his career was barely two years old when the financial world came apart. He spent 2008 and 2009 on the phone. Not selling anything, just helping frightened families avoid turning a temporary decline into a permanent loss. That experience settled early what this work actually is: protecting people from the handful of moments that can unmake a plan. The principles TerraFirma runs on today were learned there, in real time: faith in the future, patience, and discipline.

He spent the years that followed inside large national advisory firms, earning the CERTIFIED FINANCIAL PLANNER® certification along the way and rising to direct financial planning for one of them. In 2024 he founded TerraFirma around a simple idea: serve fewer families, and serve them completely. As a fee-only fiduciary, he is paid by clients and only by clients. When he sits on your side of the table, it is because that is the only side he has ever been paid to sit on.

His deepest specialty is the transition into retirement itself. Every transition is different, and each one is a puzzle he enjoys solving: when to step away, how to replace the paycheck, what to do about health coverage, what the first few years should actually look like. There is an emotional side to it too, and he considers it a privilege to walk alongside people as they make one of the biggest and most exciting leaps of their lives.

He is just as passionate about what happens when wealth changes hands, because it is the part families are least prepared for. He has watched well-funded estates create confusion where they were meant to create gratitude: a beneficiary form that overrode the will, an inherited IRA drained by avoidable taxes, heirs who were handed money but never handed context. Digital assets have added a new layer to that problem: crypto and other digital holdings that heirs cannot find, access, or value. So he earned the Certificate in Blockchain and Digital Assets (CBDA) to help families plan for this newest kind of wealth with the same care as everything else.

Away from the office, he is with his wife and their two young children, enjoying the magic of watching little humans become real people. He also tries to practice what he preaches: actually living out a well-built plan, not just writing plans for other people.

Marc joins TerraFirma Wealth Partners as Executive Vice President, Wealth Advisor, bringing 24 years of experience in finance and a genuine passion for helping people with their financial well-being.

Marc began his finance career in 2002 on a trading desk and made markets in both Nasdaq and NYSE securities. In 2010, he started working directly with retail clients at large national brokerage firms, where he spent years helping individuals and families with retirement planning, estate planning, tax planning, investment planning, and more. Through the ups and downs of the market, Marc has helped clients stay focused on their long-term goals while avoiding the mistakes that can derail a strong financial plan.

Building meaningful relationships is what drives Marc. Seeing the results of that work, and the confidence and peace of mind it brings clients, is what he enjoys most about the job.

A native of Santa Rosa, Marc graduated from the University of California, Berkeley, where he was a varsity letterman in both football and rugby, and was a member of the Golden Bears’ 1998 national championship rugby team. Those years of competition shaped his belief in the team-based approach, which he brings to every client relationship.

Outside the office, you’ll find him spending time with his wife and three kids. If he’s not coaching or cheering his kids from the sideline, he enjoys hiking, mountain biking in Annadel State Park, and traveling.