Marilyn has been a financial advisor in Houston since 2001. She holds a BA degree from the University of Houston and has a background in Human Resources. Prior to becoming a financial advisor, Marilyn was in the human resources department with an oil and gas company that was acquired by BP. She has a wealth of experience with executive benefits and transitioning oil executives into retirement.
Marilyn holds FINRA Series 7, Series 66 and Group 1 registrations that allow her to provide full service financial planning, investments and insurance products. She uses a holistic approach to wealth management, focusing on financial planning and quarterly meetings with clients. Managing to risk tolerance and income needs is of primary importance in negotiating a successful long-term strategy and gives her clients confidence in their financial security.
Marilyn, her husband Jim, and their four children moved to Katy in 1987. She and her husband currently reside in Lake Conroe.
Area of Expertise:
- Wealth management for high net worth clients
- Investment strategies
- Estate planning
- Insurance solutions
Certifications & Licenses Held:
- Series 7, Series 66, and Group 1
Interests:
- Bike riding, skiing, travel, family, sports