2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Garrett Sorensen
Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army,...
ABOUT GARRETT
Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army, with one tour in Afghanistan in 2010, and he continues to serve in the Tennessee Army National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance,” where he shares his knowledge to help the military community with their financial mission.