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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Our advisors

Advisor photo for Julie Marks

Julie Marks

CFP®, CPA

Private Wealth Advisor

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

Jefferson Harris

CFP®, CRPC

Financial Advisor

Learn more about Jefferson Harris Visit Jefferson Harris's website
Advisor photo for Lisa Donaldson

Lisa Donaldson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lisa Donaldson Visit Lisa Donaldson's website


Our team

Anna Hundley

Anna Hundley

Client Service Coordinator

Garrett Perez

Garrett Perez

Financial Planning Assistant

Sherri Floyd

Sherri Floyd

Marketing Specialist

Pamela Landry

Pamela Landry

Receptionist

Tyler Toth

Tyler Toth

Financial Planning Assistant

Kristen Tharp

Kristen Tharp

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