Providing independent advice under the secure and established FundEX umbrella gives Marlis access to a wide range of investment alternatives, and allows her the freedom to spend time getting to know the needs of her clients. She follows a comprehensive process, and carefully tailors planning and investment strategies that are optimal for each person. Marlis has a knack for simplifying what is complex, so clients can make great, informed financial decisions. Marlis derives great joy from helping people achieve their unique goals, and from the long-term trusted relationships that develop with her clients. She would be happy to meet with you to discuss your unique financial needs.