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Marc has been in financial planning since 1979 when he joined the family business. In 1984, he became a Certified Financial Planner and the president of Equity Planning in 1996.
He is a registered representative and a branch manager with Jefferson Pilot Securities Corporation. Marc has passed the FINRA sponsored Series 7 examination and holds a Life/Health Insurance license. He is also a Registered Investment Advisor Associate through the subsidiary company, Qualified Benefits Investments, Inc.
Marc specializes in personal Financial Engineering, with the goal of maximizing wealth and creating effective financial strategies for his clients. He has been quoted as an expert in the Wall Street Journal and has appeared on several talk shows.
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 Barry Hackey, Associate
Barry has been in the financial industry since 1983 with his primary focus being on client service and operations management.
He holds a Life and Health Insurance License and the FINRA sponsored Series 6 & 63. He assists the principal of the firm in providing superior client service to all as well as building his own practice through referrals and providing a personal relationship and the belief of helping people realize their financial and retirement goals. The concerns and interest of each client are unique in their own way and require the personal attention that he provides.
You can reach him at barryh@equityplanning.com
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Elaine entered the Life Insurance and Financial Planning business in 1989. She is a licensed life/health insurance agent since 1996 and a corporate paralegal since 1989.
Elaine has studied various reference materials on computers and office management over the years in an effort to help service clients in a professional manner and to maintain an office now and in the future by utilizing the newest technology available.
She has worked closely with the principal in assisting him in his goals for better service and staff performance for our clients.
Elaine has been office manager with Equity Planning since 1992.
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Arlene and her husband, Edward I. Schliefer, founded Equity Planning Institute, Inc. in Philadelphia, Pa. in September, 1963.
She is the CFO and assists Marc with the Business end of Equity Planning Institute, Inc., and Qualified Benefit Investments, Inc.
Arlene specializes in giving personal service to our clients, and works with them to help solve any problems they may have. She also handles Life Insurance, Investment processing, Licensing, Bookkeeping, and Qualfied Benefit Investments, Inc. She is a licensed Life and Health Insurance Agent.
You can reach her at: Arlene@equityplanning.com
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 Mila Mercy, Director of First Impressions
Mila's career began as an English Teacher in London , then Africa, and Middle East , where she also had the opportunity to work in broadcasting . She has worked in the Title & Escrow industry, is a licensed Realtor , and Notary Public. She joined us recently as the director of first impressions and her job function is to create a positive impression as soon as the client calls or walks into our office.
You can reach mila at: mila@equityplanning.com
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| Investments offered through representatives of Jefferson Pilot Securities Corporation, Member SIPC. Advisory services offered through representatives of Qualified Benefit Investments, a registered investment advisor. Jefferson Pilot Securities Corporation is not affiliated with Equity Planning Institute or with Qualified Benefit Investments. Jefferson Pilot Securities Corporation and its representatives do not offer legal or tax advice. Individuals should consult their tax or legal professional regarding their specific circumstances. |
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