AT SIMON LEVER

Marlin’s reputation for looking beyond the numbers has made him a trusted and valued advisor among Simon Lever’s clients. With an emphasis on honesty and candor, he offers straightforward analyses and forward-looking solutions.

As Senior Executive Partner, he combines extensive expertise and creative problem-solving to deliver advice when it matters most regarding mergers and acquisitions, succession planning, estate planning, business financing transactions, buy/sell agreements, conflict resolution, personal financial planning, and tax consulting and planning.

Marlin specializes in partnering with closely held and family-owned businesses, from emerging startups to well-established enterprises. His advice has guided clients across a range of industries, including construction, real estate, manufacturing, distribution, and agribusiness.

PROFESSIONAL HISTORY

Marlin has been a core member of Simon Lever’s team since 1976. He served the firm as Managing Partner for almost three decades.

PERSONAL

For more than 20 years, Marlin coached various boys & girls soccer teams, which helped him better understand how to help others, including his clients, work through challenges in a team oriented environment.

EDUCATION & CERTIFICATIONS

B.A. Business Administration-Accounting, Messiah College

Certified Public Accountant (CPA)

Managing Partner Academy, Upstream Academy

PROFESSIONAL MEMBERSHIPS & ACCOMPLISHMENTS

Financial Executive of the Year, Small Private Company, 2015 Finalist, Central Penn Business Journal

Young Alumnus Award, Messiah College

Distinguished Alumnus Award, Messiah College

Lancaster Chamber of Commerce and Industry, Member

American & Pennsylvania Institutes of Certified Public Accountants, Member

COMMUNITY INVOLVEMENT

Lancaster Chamber of Commerce and Industry, Finance Committee

JoyShop Ministries, Treasurer

Manheim Brethren in Christ Church