Who We Are

Prime Financial Strategies

6745 Rangewood Drive, Suite 200

Colorado Springs, CO 80918

Phone: 719-260-1747

Phone: 800-377-1258

Fax: 719-260-6436

Your Family Financial Firm

Prime Financial Strategies, Inc. is a Colorado State Registered Investment Adviser (license # IA334). Jeffrey B. Marks first incorporated the firm in the state of Colorado in 1989 and currently holds the following professional designations: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Accredited Estate Planner (AEP®).

Jean C. Marks, Jeff's wife, joined PFS in 1995, becoming the first additional family member of the firm. Jean has an extensive medical background providing a unique perspective to our insurance operations. Neil J. Marks, Jean and Jeff's son, returned to Colorado Springs in 2010 to assist the family business and solidified the Family Financial Firm theme. Now a multi-generational firm, we seek to help all levels of the family structure.

We have clients all over the United States. While we meet with clients at our Colorado Springs location, we also offer face to face client meetings via web conference making it easy to help clients, their parents and their children anywhere in the country.

Jeffrey Marks, ChFC® CLU® AIF® AEP®

President & Financial Advisor

(719) 260-1747

(719) 260-6436

Jeff grew up in Cedar Rapids, Iowa, the fourth of eight children, and near a large extended family. He attended Coe College where he earned his BA in Business Administration in 1978. He started in the financial services industry that...

Neil Marks, CFP^® ChFC^® AEP^® 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^®, AEP^®, and AIF^® designations. At the University of Colorado he earned a BA in Astro-physical and Planetary Sciences and a Certificate in Applied Business.

Jean Marks

Vice President

(719) 260-1747

(719) 260-6436

JEAN C. MARKS, RN, VP and Office/Business ManagerJean grew up in Cedar Rapids, Iowa, the fourth of nine children. Her mother, an RN, influenced her chosen career and Jean attended St. Luke’s School of Professional Nursing in Cedar...

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...

Leah Marks

Registered Assistant

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...