Marilyn joined the Crux Wealth Advisors team in 2021 as a Financial Advisor at our Greenwood Village, Co office. Her role is critical to our team because she draws from her extensive experience to provide a broad range of expertise to areas such as client service, investment management, marketing and financial planning.
Working with clients energizes Marilyn. She is always striving to attract, create and enhance new client relationships. She works closely with her clients to ensure that their legacy is clearly defined and will live beyond their years. A sustainable legacy evolves from the trust developed between advisor and client.
As a Certified Financial Planner, CFP®, her goal is to understand and implement what the client needs to live the life and retirement of their dreams. Marilyn’s approach with her clients is to create a personalized plan to reach their life and legacy goals. Combining empathy, active listening and reflection with detailed analysis, Marilyn has discovered that trusting relationships develop and thrive over time.
With a certification as an Ethical Will Facilitator through the Barry Bains and Celebrations of Life organization, Marilyn is passionate about helping clients pass on their values in addition to their valuables. She knows that everyone has a unique story to be shared and remembered across generations.
Her previous experience and education are essential to the expertise that she provides our team and clients as they navigate the complexities of the financial industry. Marilyn earned a bachelor’s degree in Physical Education with honors from the University of Texas, a Masters of Science from the University of Oklahoma, and a Ph.D. from the University of Denver. Her dissertation topic was “The Relationship Between Investment Management and Investment Return in Endowments for Private Institutions of Higher Education”.
Marilyn began her career with EF Hutton in 1984, then transitioned to Schneider Securities in 1990 and moved to J Scott Securities in 2000 before spending 20 years with Presidential Wealth Management.
She has also earned the Certified Financial Planner, CFP®, designation, which is known as the standard of excellence for financial planners.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
I was born in Dallas Texas, grew up nearby in Garland. I moved to Colorado in 1981 when I was recruited to coach the women’s gymnastics team at the University of Denver. In 1982, we were fortunate to win the AIAW Division II National Gymnastics Championship.
My husband, Kirk, and I love the Denver areas and enjoy keeping active in the community. I like to play golf, tennis, ski and practice Pilates. I am also an avid fan of the University of Texas Longhorns. As a former Texas cheerleader, I participate in the University of Texas Cheerleader reunions every two years. This event allows former cheerleaders from the 1940’s to the present to assemble, cheer in uniform on
the sidelines, and support the cheerleader scholarship program through the Texas Ex Alumni Association. I am also a volunteer board member with the Alpha Chi Omega fraternity at the University of Colorado, Boulder, and a member of the Hope Methodist Church.