About The RoZel Financial Team

 About Marlene

 

Understanding that financial decision-making is both about money and personal values, Marlene works closely with you to incorporate individual needs, goals, and desires into the financial management process. Her 30+ years of life and client experiences have provided her with a wealth of knowledge and invaluable insight which she incorporates when helping individuals, families, and businesses with their personal comprehensive money management plan. Marlene's passion for her family is evident and prompts her to ensure the same thoughtful guidance is in place for your own. During non-working hours she can be found outdoors giving treats to the horses, dogs, or barn cat on their 7-acre property. 

       About Marilyn

 

Contact Marlene today to discuss your goals.

 

 

 

   Marilyn's passion to help others fuels her eagerness as a financial professional with the RoZel Financial team. With over eleven years of experience in the financial industry, her approach is conversation-led and focused on navigating the journey towards clients' life-long goals and dreams. Marilyn's objective is to help families and business owners build cash flow strategies, mitigate risk in their portfolios, and explore opportunities in the market. When Marilyn is not engrossed in her work, she can be found spending time with her children or volunteering at church

 

 

 

Contact Marilyn today to discuss your goalsFind us on Facebook!