Vice President, PhD, CFP®
An experienced financial professional of more than 25 years, Marilyn Weaver has a passion for her clients’ and their families’ well-being—financially and otherwise. Her hard-earned credentials—BA from University of Texas, Austin, MA from University of Oklahoma, PhD from University of Denver (endowment management), Certified Financial Planner™—speak to her technical and professional skills. What they don’t describe is the care, time, and attentiveness she invests in the people she helps guide toward a fruitful and rewarding retirement.
Reflective of her passion is yet another designation—certified facilitator of Celebrations of Life workshops (created by Barry Baines, MD), where she helps people share their life’s legacies beyond the material: Passing on Your Values … Not Just Your Valuables.
Marilyn is active in the Colorado community and serves as an advisor and mentor to her sorority’s chapter at the University of Colorado. She’s an avid athlete and fan, tennis player, former gymnast and University of Texas cheerleader. She lives with her husband of many years near Greenwood Village, Colorado.
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