Meet the Team
The German Sherpa Team is a group of motivated and skilled Financial Consultants, we all have our personal story and Expat Background. Meet us in the free Online Seminars and in the 1:1 Consultation
OUR VISION
Imagine a world where everyone lives self-determined.
OUR MISSION
With our holistic financial planning, we assume social responsibility, provide clarity, create confidence and support people in arriving in life.
In this way, we help as many people as possible in Germany to lead a self-determined life.
Marcel Plum
Job Background
- Banking (1996 – 2012)
- Projektmanager (2001 – 2012)
- Manager (2006 -2012)
- Founder / Real Estate Broker (2010-2015)
- Founder German Sherpa (2015-)
- Financial Consultant (2016-) IHK §34c,d,f,i
- Founder Swiss Life Select Expat Team (2020-)
Why Expat Consultation?
In 2001 I started working as a business analyst and interface between Sales and IT – so I met the first colleagues from India at that time. I was very interested in different cultures and still willing to learn about.In 2005 the Bank I was working for decided to send me to Singapore for a software project – that was my first experience being an expat myself.
When I came back to Germany I quickly realized, that in terms of hospitality Germany is still not a “developed country” – so I started to solve that gap within my small world.
In the meantime this became my passion and also profession, and the world is getting bigger every day…
Look forward to meet you in one of our Seminars or in a 1:1 consultation.
Expat Background
- Worked in international IT and project teams since 2001
- Lived & worked in Singapore
Hobbies
- my family
- my dog
- my job
- my Soccer Team: Fortuna Düsseldorf
- BBQ
- crafting and build something
Personal Assistants to Marcel
Sabine Havers
Job Background
- German Teacher
Hobbies
- my family
- handball
- my Soccer Team: FC Bayern München
Aryan Trivedi
Job Background
Hobbies
Lena Thevis
Job Background
Hobbies
...this can be you!
German Sherpa - Financial ConsultingJob Background
Hobbies
Our Team of Financial Consultants
Birgit Schwamborn (Bridget)
Job Background
- Financial Consultant
- Graduated from high school in 2000
- trained as an insurance saleswoman at DKV
- studied business administration while working
- joined Swiss Life Select in 2010.
Why Expat Consultation?
it is simply a nice task to support people who choose my home country as their new home and to give them the feeling that they are not alone here,
to have a contact person and help them to arrive here.
Hobbies
- sports
- traveling,
- cooking/baking
- FC Köln fan
Florian Hofmann
Job Background
- Financial Consultant
Why Expat Consultation?
I lived in Canada and Spain.
Expat Background
Hobbies
Peer Steen
Job Background
- Financial Consultant
- Team Lead Team Bonn
Why Expat Consultation?
I lived in Canada and Spain.
Expat Background
Hobbies
- horse riding tournaments
- travel
Michael Beuthel
Job Background
- Financial Consultant
- Trainer for new Financial Consultants (IHK)
Why Expat Consultation?
I lived in the US
Expat Background
- I lived in the US
Hobbies
- Baseball
- Piano
Niklas Hauschild
Job Background
- Financial Consultant
Why Expat Consultation?
My brother is a Team Manager in the company and Marcel asked me to join the expat team.
Expat Background
- I have Polish roots, I am the first generation born in Germany in my family.
Hobbies
- Fortuna Düsseldorf
Dante Sidore
Job Background
- Financial Consultant
Why Expat Consultation?
I have an US Background and came with my parents to Germany. So I know how it feels to be an Expat in Germany.
Expat Background
- Born and raised in the US
- Moved to Germany in 2010
- Graduated from an international School
Hobbies
- ice hockey
Michael Borgmann
Job Background
- Financial Consultant
Why Expat Consultation?
Expat Background
Hobbies
Moosa Mirza
Job Background
- Financial Consultant
Why Expat Consultation?
Expat Background
Hobbies
Our Homeloan Specialists
Frederic Zoghbi
Job Background
- Financial Consultant
- Home Loan Specialist
Why Expat Consultation?
Expat Background
- I have roots in Libanon.
Hobbies
Our Capital Investment in Real Estate Specialists
Martin Kramer
Job Background
- Manager Capital Investment in Real Estate
Expat Background
- I live in Austria
Hobbies
- travel
Dirk Ludwig
Job Background
- Franchise partner for SLS
- Kanzleileiter
- Spezialist für Kapitalanlage-Immobilien
- M.F. (USA) und Diplom (TU München)
- Financial Consultant (2001-) IHK §34c,d,f,i
Why Expat consultation?
- When I started working in the USA I had to look after the finances all by myself and was unsure if I took the right approach.
- When I came back a lot of expats have been referred to me as new clients facing the same questions.
- My mission is to not only provide the best advice on the market but also help my clients become financially free with a safe approach to be able to focus on what they really love
Expat Background
- I have lived in the USA for two times one year, worked there and got a Master´s degree from the Yale university
- Global network of friends and business partners
Hobbies
- Mountaineering, Rock climbing, Skiing
- Family
- Travel the world
