As a financial services veteran of more than 20 years, Marilyn focuses on working with corporate, entrepreneurial, individual, and familial clients to help them pursue their financial goals. She holds Series 7, 63, and 65 securities licenses, as well as the life, health, and variable insurance licenses. She also holds the Certified Plan Fiduciary Advisor® designation. Marilyn has also written various articles for the Annandale Chamber of Commerce magazine on the topic of finance and investments.
Active in her community, Marilyn served as the past president for two terms in the Annandale Chamber of Commerce in Annandale, Virginia, and had been a director on the Chamber’s Board for nine years. As the Chamber’s former Volunteer Coordinator, she directed the collective volunteer efforts for many events, including the annual Fall Festival and Parade, Bed Race, and Haunted House. Other community organization involvement includes supporting the Urban Financial Services Coalition in their mission to support, advocate, and develop financial advisors throughout the area.