More than 40 years experience in the financial industry

Marc Crone

Financial Advisor

Marc joins Vaylark with over thirty years of experience in multiple industries including healthcare and property and casualty insurance.  His passion for learning and educating others on financial topics easily shines through.  He grew up in Pennsylvania and obtained his BS in Industrial Engineering from Columbia University and MBA from the University of Utah.  Now he spends his spare time enjoying outdoor activities with his family, golfing, reading, and keeping up with never-ending home repairs.  Marc also enjoys volunteering and is currently the Chairman of Norfolk’s recreation committee and the Treasurer for Northwest Connecticut’s Habitat for Humanity. 

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.