Marilyn joined Summit Wealth Group in 2015. She is dedicated to client service excellence and building strong relationships based on trust and confidence. She is passionate about sharing her knowledge and experience with clients to help guide them on their journey to financial contentment.
Marilyn is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative of Commonwealth Financial Network. She began her career in the financial services industry in 2007 as a Financial Advisor. She holds the FINRA Series 7 and 66 securities registrations and is licensed in life, health, and long-term care insurance. Marilyn graduated from Pikes Peak Community College with an AAS, Accounting degree, and attended Regis University where she pursued a degree in Finance.
As a Colorado native, Marilyn loves the mountains and admires God’s creation while hiking, fishing, camping, and traveling. She is also active in the Christian ministry and regularly attends Christian meetings. One of Marilyn’s greatest joys is spending time with her son (Orion), daughter-in-law, and three granddaughters. Marilyn and Orion are avid football fans and can often be found watching games together or discussing their fantasy football strategies.