Judith Naegely, CPFA®

Judith joined Marathon Wealth & Protection Strategies in 2020.  Before joining our team of Advisors, Judith was a successful entrepreneur, founding and operating a home health staffing business as well as an EMR software company.  Judith acted as CFO and V.P. of Operations of her growing companies for 16 years before selling both entities to quality buyers who years later continue to work with the same employees, and continue on a path of positive impact across the U.S. 

It was out of working in a healthcare environment with selfless clinicians that Judith's passion for helping people truly blossomed.  With this passion, Judith joined our team with a focus on holistic Financial Planning, intently connecting with and listening to clients as she helps them build a Plan and invest their moneys in ways that truly align with their goals. She enjoys working with people and building long-term relationships that extend generations.  
Judith holds several business degrees from the University of North Florida where she played
Division I NCAA Women’s Soccer. She enjoys being active, playing tennis, soccer, traveling, and exploring the outdoors with her family; her husband Aaron and their two sons, Kyson and Weston.