Tatiana Westrick

Tatiana Westrick Office Care Coordinator   "As the Office Care Coordinator, my role is all about creating a welcoming and supportive environment for everyone. I make sure the workspace is organized and comfortable, helping everyone stay productive and focused. I love...

Aleja Munoz, FPQP®

Aleja Munoz, FPQP® Client Service and Operations Associate Credentials & Achievements Financial Paraplanner Qualified Professional™“Patience is a virtue – good things come to those that wait.”Aleja joined MarsJewett at the end of 2023. In her role as a Client...

Brock Mackenzie

Brock Mackenzie Associate Financial AdvisorCredentials & Achievements Series 65"I’m passionate about helping clients achieve their financial goals. Whether it’s purchasing a new home, paying off debt, transitioning into retirement, or reaching any other major...

Kathy Jungkeit

Kathy Jungkeit  Client Service Associate   "I’m thrilled to be part of MarsJewett, where building lasting relationships is not only a top priority, but also woven into the fabric of who we are. I look forward to getting to know our clients on a personal level. Whether...

Lucas Baker, CFP®

Lucas Baker, CFP® Financial AdvisorCredentials & Achievements CERTIFIED FINANCIAL PLANNER™ Series 65 DOWNLOAD CERTIFICATION"I love getting to know what drives our clients beyond their assets and building a foundation based off of trust."With a bright smile, Lucas...

Andy Hall

Andy Hall Director of Financial Education and Associate Financial AdvisorCredentials & Achievements Series 65“Wealth is not the same as income...Wealth is what you accumulate, not what you spend.” Thomas J. Stanley, The Millionaire Next DoorAndy is driven to teach...

Stacie Mahler, FPQP®

Credentials & Achievements Financial Paraplanner Qualified Professional™ ​"We make a living by what we get, but we make a life by what we give." -Winston ChurchillStacie demonstrates integrity, team spirit, and heart of service in all aspects of her life. As a...

JJ Wright, CFP®

JJ Wright, CFP® Financial Planning AssociateCredentials & Achievements CERTIFIED FINANCIAL PLANNER™ DOWNLOAD CERTIFICATION“I love getting to see our clients become financially free through the work of our team members.”JJ joined the MarsJewett team in March 2020,...

Kim Jewett

Kim Jewett Scheduling Coordinator“I have had the privilege of knowing many of our clients over the 30 years that my husband Scott has been serving them. As Scheduling Coordinator, I love that I get to assist them directly!”While she joined as an employee in 2019, Kim...

Rebekah Donnelly

Rebekah Donnelly Office Care Coordinator“I truly enjoy being able to make someone’s day better. Even doing simple things like bringing someone coffee or sending a birthday card can be deeply fulfilling.”Rebekah has a sweet welcoming spirit and a passion for...