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We are a premier financial planning service organization compromised of professionally experienced life insurance and investment planners who are acknowledged leaders within the industry. This is based on many years of experience, professional designations and the direct management of over $100 million dollars in assets.
Our company is celebrating over 30 years in the Inland Empire with the philosophy that clients would benefit most by having access to representatives with high professional and ethical standards whose recommendations are not affected by corporate pressure to offer only “in-house” products. We believe our clients should invest their time before they invest their money.
Marcheso and Associates are independent registered representatives affiliated with Centaurus Financial, Inc., an independent broker dealer and member of the FINRA. Centaurus is a national firm licensed for securities and insurance in most states and a member of the Securities Investor Protection Corporation (SIPC).
John earned his Chartered Life Underwriter (CLU) and a Chartered Financial Consultant ( ChFC) designations from the American College in Bryn Mawr, Pennsylvania. His undergraduate degree in Business & Economics was from Ricker College in Holton, Maine. He later earned his MBA at Rutgers University.
John is a life member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals where he achieved its highest honor of Top of the Table, awarded to only the top 1% of all agents worldwide. He has also earned the Lifetime National Quality Award for persistency of his insurance business.
As a registered rep and IAR with Centaurus, John has earned the MVP award, the Quantum Leap Branch award four times, is a consistent Sweet 16 qualifier and top producer. He has also received the Ultimate Award for Life Insurance by placing a life insurance policy with the annual premium of $500,000. John is most proud of the fact that after 35 years in practice, he has an unblemished U4 (Uniform Application for Securities Industry Registration or Transfer).
With over 30 years of experience and service to the Inland Empire, John understands the financial challenges most individuals and businesses face today and works diligently to research and provide the right solutions for them. He truly enjoys helping his clients develop and implement plans to meet their financial goals.
A Financial Advisor with Marcheso and Associates Financial Advisors. Tarie’s early career years were spent in Aerospace Engineering with a large Fortune 500 company located in Phoenix, Arizona. She stepped away from an engineering profession to raise a family. During this time she volunteered in multiple community organizations, managed her children’s sports teams, and owned a small business. Becoming an empty nester Tarie decided to take her passion for investing and finance to the next level. Tarie returned to college. She earned her Bachelor’s Degree in business and finance. She reestablished her professional career as a licensed financial planner and advisor. She joined Marcheso and Associates in 2017. Tarie uses her innate knowledge and expertise in money management to develop unique strategies which enables her clients to achieve their individual financial goals. She believes communication is an important part of being a financial advisor and is always available to her clients.
Her goal as a Financial Advisor is to give each client the comfort and security that their financial investments are personally managed by a passionate advocate who is always there to help them with their financial needs and goals.
A registered Representative with Marcheso and Associates; Tucker has worked with his father, John Marcheso learning the financial business inside and out. Tucker grew up in Coeur d'Alene, Idaho before he left for the Marine Corps in 1994. Upon honorable discharge, he lived around the world spreading his entrepreneurial wings.
Tucker is very active in the community and does a lot charitably to help feed people locally. When not working, you can usually find him in a garden somewhere or volunteering with educational programs at one of the local schools. Being passionate about the environment, he likes to offer environmentally conscious investment options and prides himself on being a "green" advisor.
Tucker has completed specialized direct training from some of the best mentors in the country and has completed Life school with Bill Nelson in Michigan, which allowed him to become Marcheso and Associates's Insurance analyst, and policy review specialist. Tuckers business focuses on Medicare, Long Term Care, Fixed and Variable Annuities, Life Insurance, Tax-Efficient investing, and legacy planning.
Amy happily joined the Marcheso & Associates team in January of 2017. She works directly with the Vice President of Operations to ensure that various client and office needs are successfully met. Amy is responsible for coordinating schedules and meetings between internal and external departments, business correspondence, research, and is often referred to as the “Director of First Impressions.” Amy loves her job almost as much as she loves the outdoors. If she isn’t hard at work, you can find her on a mountain top, on her bike, or down by the lake soaking up the sun. She is a proud new homeowner, mom of one amazing college student, and a true believer in being brave.
Often referred to as the heart of the office, Cassidy has been with Marcheso & Associates since 2009. As the VP of Operations she is responsible for all operations within the firm: from developing systems to maintaining client relations. Cassidy holds a BSW from Lewis-Clark State College, has two fantastic teenage daughters and is so proud of the team “family” we have built here at Marcheso & Associates.
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320 E Neider Ave, Suite #103
Coeur d'Alene, ID 83815
Call Us: (208) 665-5894