Director, Client Service
Marsha has been making a difference in her client’s financial lives for more than 10 years. A career that began as the co-owner of a nationally ranked retail business provided valuable insight and perspective in her role as a personal financial representative. As a financial professional, Marsha has specialized in assisting families with retirement planning and strategic college planning. In her current role as Director of Client Service, Marsha sets the standard for the delivery of exceptional and timely service to the individuals and families we serve. Aveo is dedicated to ensuring that each client receives the best care possible, and Marsha takes great pride in leading this effort by example.
Education and Licenses
Marsha holds her series 7, and 66 securities licenses as well as life, health and long-term care licenses and certifications.
Marsha enjoys being active in her community – including positions as a volunteer teacher and administrator within her church. As the author of a how-to book on sewing, Marsha has traveled as a speaker and teacher to inspire others to stretch their imagination. Marsha lives in Parker, CO with her husband Scott of 26 years. She is the mother of three fabulous grown children and loves travel, cooking, sewing and family time.