Our Team

Marc Lowlicht, CEO, CFP®, MSFP

  • Over 25 years experience in the Financial Planning industry. Mr. Lowlicht received his B.A. degree in Finance from The George Washington University in 1989, his CFP® in 1999, and a M.S. in Financial Planning in 2005. 
  • Mr. Lowlicht has been quoted in numerous business publications including Forbes and Worth Magazine as well as being a featured guest on Fox Business News. Marc has also been a regular contributor to Forbes' Intelligent Investor Panel.

Peter B. Cooper, LUTCF, Account Executive

  • Peter Cooper has over 20 years experience and acts as Opes Private Wealth Management's Insurance and benefits expert .​

Donna Platt, Executive Assistant

  • Donna has over 30 years of extensive experience on Wall Street and acts as the client contact point for all administrative needs.     


In addition, we maintain on retainer a CPA and an Attorney to review and advise on complicated tax and legal strategies pertaining to your financial plan. 


In addition, we encourage you to go to http://brokercheck.finra.org/ to check the credentials and regulatory history of our team.