Marion is a financial planner and an investment advisor representative. She is also president and founder of Financial Steward Associates, which she established in 2005. Although located in Boulder, Colorado, Marion advises clients from coast-to-coast.
From the beginning, Marion’s most outstanding quality has been her ability to connect with her clients in a way that develops beneficial relationships built on trust. She learns their goals, their fears, their dreams, and their concerns--as well as their dollars and cents. Armed with this knowledge, she is able to help manage their expectations, reassure them when there are bumps in the road, and support them as they fulfill their goals and make their dreams a reality. Her guidance supports people who are just starting out, those who are well into their earning phase, and those who are retired. Marion’s expert advice in managing income has assisted her clients in successfully moving from savers to spenders.
Marion earned the CERTIFIED FINANCIAL PLANNER™ designation in 2000 and is a Registered Representative and Investment Advisor Representative through LPL Financial. She provides comprehensive financial planning, investment advice, and financial management on a fee and/or commission basis.
Marion served as president of the Colorado Financial Planning Association in 2006 and mentors both financial planning students and financial planners who are eager to launch their own businesses.