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®

Registered Representative

(719) 260-1747

neil@yourfamilyfirm.com

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.

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Lugene Maton

Adminstrative Assitant

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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