Marc Wambaugh

Marc Wambaugh, CFP®

Marc Wambaugh, CFP®

Senior Wealth Advisor

Marc began working at Cassady Schiller in 2006 and works as a Senior Wealth Manager for the company, helping individuals realize their financial goals. Marc grew up in Cincinnati, graduated from Elder High School in 1991, then earned his bachelor’s degree from The Ohio State University in 1996.

He began working in the investment industry in 1997. He earned his securities licenses and worked his way up from supporting other brokers/advisors to advising individual clients. Eventually he earned his registered investment advisor license.

His ongoing commitment to professional development led him to earn his Masters of Accounting from Northern Kentucky University in 2009. In 2011 he passed the CERTIFIED FINANCIAL PLANNERTM exam. Marc is now a CFP® professional.

Marc lives in West Chester with his wife Lynn and their two children. During his free time he enjoys golf, coaching his kids in their sporting endeavors, watching rugby with the Cincinnati Wolfhounds, and spending time with his family.


The Ohio State University, B.A. in Classics

Northern Kentucky University, Master of Accountancy