Marilyn joined Summit Wealth Group in October of 2015. She began her career in the financial services industry in 2007 as a Financial Advisor at Edward Jones and later moved to Merrill Lynch. Prior to joining the securities industry, she worked in the accounting field for 6 years.
Marilyn is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative of Commonwealth Financial Network. 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.
Marilyn is a Colorado native and enjoys the beautiful landscape while hiking, fishing, and camping. She also takes every opportunity to spend time with her son, Orion. As huge football fans, they can often be found watching games together or discussing their fantasy football strategies. Marilyn also has two cats that she adores, Gracey and Daisy.