Gregory P. Burrell CLU, ChFC, LUTCF
(719) 265-7060
(719) 358-2889
greg@marathonwps.com
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 roles as Managing Director, Financial Advisor and Registered Principal. Throughout his career, he has provided retirement and business planning strategies for individuals, families and small businesses. Greg currently presents educational seminars for Fortune 500 institutional clients as well as small business clients. Greg has spent his career providing planning services and advice to help make his client's goals a reality (CA Insurance License 0H20208).
Christopher Wilkins CPFA®
719-388-7159
Chris@marathonwps.com
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 pursue both short and long term goals. This is achieved by his passion for building valuable long-term relationships with his clients. Before starting his career as a financial advisor, Chris was a PGA Professional for 15 years. He still has a passion for golf and plays competitively locally and nationally. Chris enjoys giving back to the game he loves. He is the former coach of the Lewis Palmer Boys Golf Team and looks forward to coaching again one day in retirement. In addition to golf, Chris regularly enjoys hiking and staying active in the Colorado mountains and trails.
Stephen Strong
719-388-7107
steve@marathonwps.com
Steve has over 30 years of experience in the financial services industry, both in Colorado and New Mexico. For many years he worked as a Financial Advisor and Branch Manager before transitioning to the role of a Financial Planner with the Marathon Team 6 years ago.
Steve is the proud father of 3 wonderful children and spends much of his time living vicariously through them. He has served on numerous committees and charitable endeavors throughout his career, most recently as a member of both the Rampart High School Accountability Committee and the Rampart representative to the District 20 Accountability Committee. Steve is proud to have helped many individuals and families navigate through their financial life, often from early career development to, and through, retirement. He brings a wealth of experience, optimism and insight to the financial picture of anyone with whom he associates.
Judith Naegely CFP®
719-265-7074
910-701-5335
judith@marathonwps.com
Judith has always been passionate about helping people build meaningful lives. An entrepreneur at heart, she founded two successful businesses in 2007, including a home health therapy agency dedicated to helping individuals maintain independence and quality of life. After transitioning from business ownership in 2020, she brought that same commitment to financial planning. Today, she works alongside an experienced team at Marathon Wealth to help individuals, families and small businesses align their financial resources with their goals, creating a clear path toward the life they envision. Judith holds several business degrees from the University of North Florida, where she played Division I NCAA Women’s Soccer. She enjoys an active lifestyle and is passionate about financial education through her Money For The Long Run YouTube channel (sharing each educational video on her LinkedIn channel). Judith also treasures her role as a proud "boy mom" to her two wonderful (and active!) teenage sons. Judith is a CERTIFIED FINANCIAL PLANNER® and holds the Series 7 and 66 registrations from the Financial Industry Regulation Authority (FINRA) along with life, health, long-term care and disability insurance licenses.