Our Team

Marlon Gagni

Senior Investment Advisor

Born in the Philippines, Marlon emigrated with his family to the US in the early 70s. Marlon started his career in financial services in Corpus Christi, TX in the 80s. Over the years, he built his financial practice to a meaningful operation servicing clients around South Texas with Marc and Allison joining in mid 2010s.


His dedication to his practice and his clients has earned long-term relationships with clients and their extended families. Marlons longest client has been with him since before Allison & Marc were born!


Outside of work, Marlon enjoys history & geography trivia, sudoku, long chats over coffee and dog sitting, Wags.