Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Marc J. Theien is the lead financial advisor at The Harvard State Investment. He has more than 25 years of experience in the securities industry, mainly in the bank investment services channel.
He earned a Bachelor of Science degree in Finance from Illinois State University. He has the FINRA Series 7, 63, and 66 securities licenses, as well as state life and health insurance licenses.
Marc enjoys working with a team of professionals, both inside and outside of the bank, each focused on doing their best. His favorite part of his role as financial advisor is to bring it all together for clients to make sure they get professional advice tailored to help them accomplish their long and short-term financial goals.
Marc was born and raised in Rockford and still lives there with his wife, Amy, and teenage children, Evan, Jonathan, and Julia. In his free time, he enjoys fishing for musky and hunting.