Our first priority is helping you take care of yourself and your family. It is our mission to help you live your best life by knowing and understanding your needs, wants, and goals. We build trusting relationships where every action is focused on helping you make sound financial decisions through uncompromising INTEGRITY, COMPASSION and PERSONALIZED SERVICES.
We're a firm built on relationships and teamwork. With our 70+ years of combined experience, we have found that a team approach can be a more effective method to helping clients maneuver through a complex financial-services world.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Greg is a second generation insurance and investment man, husband, father, grandfather, Geologist and three time Division I NCAA Track and Field All American ( Idaho State University). Greg has nearly 30 years in the industry with...
Financial Advisor, Financial Services Representative
Chris has been in the financial services industry since 2008 in both insurance and advising. He enjoys taking deep dives into financial plans and helping clients achieve both short and long term goals. This is achieved by his passion...
Steve has over 30 years of experience in the financial services industry, both in Colorado andNew Mexico. For many years he worked as a Financial Advisor and Branch Manager ...
Financial Planner, Financial Services Representative
Judith joined Marathon Wealth & Protection Strategies in 2020 as the Operations Manager and Licensed Registered Assistant. In 2021, Judith became a full-time Financial Planner which has allowed her to genuinely fulfil her passion of...
Julia joined our team at the beginning of 2023 as the Administrative Assistant. She has a background in customer service, banking and administrative work. She is excited to continue to learn and grow in the world of finance. Julia...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals can help you address your needs of today and for many years to come. We look forward to working with you.