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Marc A. Schermer

College Funding Strategist

College Knowledge

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College Knowledge

6800 N. Skyline Drive

Peoria, Illinois 61614

United States

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Background Information

Employment History


Feldman Brothers Electrical Supply Company

District Sales Coordinator

Aflac Incorporated

Financial Services Associate

Puchko Financial Associates INC




University of Michigan

Web References (10 Total References)

Club Vice President: Schermer ... [cached]

Club Vice President: Schermer Marc (

Our ApproachPuchko Financial | Puchko Financial [cached]

Marc Schermer Services Protection Services

Our AssociatesPuchko Financial | Puchko Financial [cached]

Marc Schermer Services Protection Services

Marc Schermer
Marc Schermer Financial Services Associate

Marc SchermerPuchko Financial | Puchko Financial [cached]

Marc Schermer Services Protection Services

Marc Schermer
Marc Schermer Financial Services Associate
Marc A. Schermer has served his clients and customers with care, concern, and a passion for meeting their needs since 1978. Marc's business career began shortly after earning his B.A. in psychology from the University of Michigan. He became an important contributor to his family's retail business, a clothing and sporting goods enterprise that his grandfather founded in 1920. Marc endured many extreme challenges over the years, as the family business experienced many unexpected stresses. These experiences served to prepare Marc for what was to come later. During this period, Marc ascended to the presidency of the closely-held corporation, and also served as trustee of the company's qualified defined-contribution plan.
With a long history of successes, and a few important - but not devastating - failures that provided invaluable learning experiences, Marc chose to exit the retail industry after 21 extraordinary years. Marc spent two years in the automobile industry where he honed his skills in the fast-moving world of internet sales.
It was there that he became introduced to the world of pre-taxed employee benefits. He was intrigued at the scope of the unmet need that workers had for paycheck protection in the event of disabling accident or illness. Marc obtained licensing to market disability income insurance and health insurance. From there, he gained authority to offer his new clients life insurance and fixed annuities. In the past few years, Marc has helped to educate nearly 1,600 individuals as to ways that financial risks can be effectively managed. He is particularly fond of helping owners of small businesses to deploy their business' cash in the most advantageous ways, drawing on his own years of firsthand experiences. Marc also loves to guide couples in ways to avoid the often unintentional transfers of family wealth away from what could otherwise be additions to retirement planning solutions and a personal legacy.
Marc lives in the Fox Chapel area of Pittsburgh with his wife of many years, Marjie. Their daughter, Ayla, is attending the Stern School of Business at New York University in Manhattan. Marc is a trumpet player, having been trained by a member of the world-famous Pittsburgh Symphony Orchestra. He also loves his Pirates, Penguins, and Steelers.
Marc is not affiliated with The O.N. Equity Sales Company

FJMC Federation of Jewish Men's Clubs Virtual Journal [cached]

Marc Schermer - Treasurer

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