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.
Lugene Maton
Client Service Specialist
719-260-6436
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...
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
Client Accounts Associate
719-260-6436