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Marcus Welnel, MSBA, MBA

Marcus Welnel, MSBA, MBA

Financial Representative

As a member of the exceptional team at WestPac Wealth Partners, Marcus combines his background in college athletics with a successful career as a financial representative. Specializing in serving business owners, and professionals, Marcus and his team at WestPac develop comprehensive wealth strategies tailored to their client’s goals. Their holistic approach to financial strategies encompasses Income Tax Planning Strategies, Asset Protection Strategies, Risk Management Strategies, and Advanced Estate Planning Strategies.

Marcus prioritizes building genuine connections with his clients, making the financial process approachable and human. He values open communication and establishes mutual trust, providing a platform for discussing goals and expectations. Marcus and his team at WestPac Wealth Partners ensure that clients receive the highest level of service and support. They work alongside talented professionals specializing in various areas to provide comprehensive solutions that meet diverse needs. By adapting to the ever-changing economic environment, Marcus has built a strong foundation for growth and success.

Marcus was born and raised in Montana where he also attended the University of Montana to play Division-1 football. Marcus also achieved his childhood dream by wearing the #37 jersey for Montana. This jersey represents the spirit of Montana: hard work, dedication to the team, and tough play on the field. While playing football he earned a bachelor’s degree in Finance, minors in both Mathematics and Economics, a Master’s in Business Administration, and a Master’s in Business Analytics. In his free time, Marcus can be found skiing, hiking, fishing, hunting, and enjoying all the other great things Montana has to offer.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | 2023-158073 Exp. 07/25