Marks & Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Marks & Associates
Team photo for Marks & Associates

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Advisors

Advisor photo for Joshua Bakare

Joshua Bakare

Financial Advisor

Visit Joshua Bakare's website
Advisor photo for Julie Marks

Julie Marks

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Julie Marks's website
Advisor photo for Jefferson Harris

Jefferson Harris

CFP®, CRPC

Financial Advisor

Visit Jefferson Harris's website
Advisor photo for Natalie Tomlin

Natalie Tomlin

MBA

Financial Advisor

Visit Natalie Tomlin's website
Advisor photo for Mason Pieratt

Mason Pieratt

Financial Advisor

Visit Mason Pieratt's website
Advisor photo for Tyler Toth

Tyler Toth

Financial Advisor

Visit Tyler Toth's website


Team

Anna Hundley

Anna Hundley

Client Service Coordinator

Garrett Perez

Garrett Perez

Financial Planning Assistant

Kristen Tharp

Kristen Tharp

Paraplanner

Pamela Landry

Pamela Landry

Receptionist

Sherri Floyd

Sherri Floyd

Marketing Specialist