Marc Campbell, CFP®
Michael Grosso, CFP®NEXT
Lori Booth-Houle, CPA, CFP®
Money, along with time and energy, are what allow people to align their actions with their own individual sense of purpose. I feel gratitude every day for the opportunity to help people effectively allocate these precious resources in an effort to reach their goals.
Marc Campbell, CFP®, is an advisor and partner at TCI Wealth Advisors (”TCI”).
Marc received his MBA from UCLA Anderson, where he served as student body president, and a Bachelor of Arts in Psychology from Hamilton College, where he was captain of the Men’s Varsity Soccer Team. Prior to joining TCI, Marc was a regional director at Dimensional Fund Advisors, serving as an advisor to wealth management firms across the country. With a focus on strategy and business development, Marc began his career at JP Morgan and has worked in the field of financial services for over 15 years.
Marc also has a background in the world of comedy. In addition to regularly performing stand-up and improv comedy in New York and LA, Marc also founded an online comedy video startup and is now an owner at M.I.’s Westside Comedy Theater in Santa Monica, California. He lives in Santa Monica with his wife Ali, and their two kids, Cooper and Hannah-Grace. They enjoy spending time as a family, eating good food, and making each other laugh.
312 Arizona Avenue, Office 302
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