Marc Verdi, CPA/PFS, CFP®

Director of Tax & Financial Planning | Chief Financial Officer

Marc is the Chief Financial Officer and Director of Tax & Financial Planning at Godsey & Gibb Wealth Management. In these roles, he oversees the firm’s accounting and financial reporting functions while also leading an in-house team focused on tax return preparation, proactive tax strategy, and comprehensive financial planning. He also contributes to the firm’s long-term vision and growth strategy as a member of its Executive Management Team.

With over 25 years of experience in the financial industry, Marc specializes in wealth preservation and risk management strategies for high-net-worth individuals. His expertise includes individual and trust income taxation, as well as pass-through entity, estate, and gift taxation.

Prior to joining Godsey & Gibb, Marc spent eleven years at local and regional public accounting firms serving primarily high-net-worth individuals and business owners in the medical/biotech, real estate, and construction industries with their accounting, tax compliance, tax planning, and financial planning needs. He also spent four years at a “Big Four” accounting firm, where he performed independent financial statement audits for public companies as well as fast-growing private companies in the Entrepreneurial Services group.

Marc earned both a Bachelor of Science in Commerce and a Master of Accounting from the University of Virginia. He holds credentials as a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ professional.

Outside of the office, Marc enjoys exercising, reading, traveling, riding his motorcycle, and spending quality time with his family. He is also an active member of Heights Church in Richmond, Virginia. Committed to giving back, Marc regularly participates in the annual worldwide Distinguished Gentleman’s Ride, raising funds and awareness for prostate cancer research and men’s mental health. Marc also serves as a Board Member serves as a Board Member and Finance/Investment Committee Member for Commonwealth Community Trust, where he also chairs the Board Development Committee. In addition to his community involvement, he maintains active memberships in the AICPA, the Virginia Society of CPAs, and the Financial Planning Association.