Broker Check

Team

 

Jeffrey Marks, ChFC® CLU® AIF® AEP®

President

(719) 260-1747

(719) 260-6436

Securities Registered since 1978: Series 1, 22, 63, 7, 24 General Securities Principal and Branch OSJ

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Jean Marks

Vice President

(719) 260-1747

(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

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Neil Marks, CFP® ChFC® AIF®

Financial Advisor / Registered Representative

(719) 260-1747

neil@yourfamilyfirm.com

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.

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Lugene Maton

Client Service Specialist

719-260-1747

719-260-6436

lugene@yourfamilyfirm.com

Lugene was raised in Des Plaines, Illinois before moving to Colorado when she was 12 years old. She started at PFS in April, 2018 in a part time position helping out on projects and became full time in November of 2018. She has known...

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Kendra Marks

Operations Assistant

719-260-1747

719-260-6436

kendra@yourfamilyfirm.com

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...

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Leah Marks

Client Accounts Associate

719-260-1747

719-260-6436

leah@yourfamilyfirm.com

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...
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