Marilyn started out in the financial industry over 25 years ago working at both Manulife and Mutual of New York. Her experience in the industry lead her to join into an independent Financial Planning Team with longtime associate Bob Hengelfelt. She became a member of the Financial Planning Association in 1999 and both she and Bob launched their business under Focus Financial that same year. When she is not actively managing portfolios she finds solace in gardening, music and volunteer work with her church and community.
Services & Client Experience:
Our primary focus is on retirement planning for individuals as well as small businesses. Our financial planning services will help you simplify your financial life through education, motivation and organization. It is important to us that you understand your investments and we work with you to ensure your financial picture is in your focus. Diversifying your portfolio is like a well tended garden – you always want something working for you.
Minneapolis MN 55426