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®
Registered Representative
Neil has been with PFS since November of 2010 and achieved the CFP® designation in August of 2018. At the University of Colorado he earned a BA in Astro-physical and Planetary Sciences and a Certificate in Applied Business.
Lugene Maton
Adminstrative Assitant
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...