Team
Jeffrey Marks, ChFC® CLU® AIF® AEP®
President
(719) 260-6436
Securities Registered since 1978: Series 1, 22, 63, 7, 24 General Securities Principal and Branch OSJ
Jean Marks
Vice President
(719) 260-6436
Securities Registered since 2000: Series 6 Registration, Health and Long Term Care licensed, Co-Owner and VP of PFS since 1989 Office/Business Manager, In-house Insurance Underwriter (RN since 1979) for PFS since 1995
Neil Marks, CFP® ChFC® AIF®
Financial Advisor / Registered Representative
Neil has been with PFS since November of 2010 and holds the CFP®, ChFC® and AIF® designations. At the University of Colorado he earned a BA in Astro-physical and Planetary Sciences and a Certificate in Applied Business.
Kendra Marks
Operations Assistant
719-260-6436
Kendra was born and raised in Colorado Springs. She joined PFS in 2020 to help the family business, where she works part time to keep projects on track. Kendra played college soccer at Appalachian State University before...
Leah Marks
Registered Assistant
719-260-6436
Leah was born in the mid-west but grew up in Colorado and has always called Colorado home. Leah and her husband Mike enjoyed living in seven states in the past fifteen years, but are excited to settle down in Colorado. They found a...