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5764 Sunnybrook Drive Sioux City, IA 51106
5024 Bur Oak Place Suite 106
Sioux Falls, SD 57108

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EFS Group Wealth Management

(712) 224-4651

 
Marc Geels, CFP®, BFA™

Marc Geels, CFP®, BFA™

CEO & Wealth Advisor

Marc is CEO, President and wealth manager, for EFS Group Wealth Management.  He helps successful people, who are approaching retirement or are retired from working, to clarify and realize their financial goals through the unique EFS Group Wealth Management process. He understands the challenges today’s retirees face and distinguishes himself by offering a highly professional, consultative approach to wealth management.  Marc takes great pride in knowing that his focus is on creating and preserving wealth.

Marc graduated from Dordt College in Sioux Center with a bachelor’s degree in business and accounting.   He began his career in the financial services industry in 1991, and has since received the CFP® certification from the Certified Financial Planner Board of Standards. He is a FINRA licensed advisor offering insurance, annuities, securities and financial planning services.

Marc utilizes the Income for Life Model™, which is a retirement income planning process that divides money into time segmented buckets with the goal of never drawing income from an account that has suffered a loss. Having a strategy in place cannot guarantee profit or protect from market loss, however, it can help reduce the impact of the emotional decisions people tend to make in volatile markets.

Marc enjoys spending time with his family. He is married to Sheri and together they have three grown children and three grandchildren. They enjoy boating and golfing.