Marolyn is a young thriving female producer in the field. With her previous years of experience with other financial firms, she learned how important it is for the family financial literacy to be on the same page. For many clients, financial planning skills and habits weren’t taught growing up. By making the clients to better understand their financial goals and the steps required to achieve that, Marolyn works closely with her clients every step of the way in asset accumulation, preservation, and eventually wealth transfer to the next generation.
With the background in chemical engineering, she can relay both logical and emotional needs for families. She enjoys helping to guide her clients along their journey, one step at a time, toward financial competence, confidence, and independence.
She would like to take a greater sense of ownership into her practice and provide larger opportunities for her clients. Currently on top of being fully registered financial advisor, she is also in the process of obtaining additional industry training and education. In her spare time, she enjoys outdoor activities. In the winter, it is skiing. In the summer, she enjoys nice beach days.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.