Marks & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for Julie Marks

Julie Marks

CFP®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Julie Marks's website
Advisor photo for Lisa Donaldson

Lisa Donaldson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Lisa Donaldson'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
Advisor photo for Joshua Bakare

Joshua Bakare

Financial Advisor

Visit Joshua Bakare'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