After working for a CPA for 5 years, Marilyn established her own client base and worked to develop customer’s individual accounting systems and office procedures. She began working with Joe Barreiro at Barreiro & Associates in 2006. Following ten years as Joe’s assistant handling many aspects of account servicing, Marilyn began her journey to become a licensed financial advisor. In 2017, she became Joe’s partner as the business transitioned into Wealth Creation Management Group. Now in addition to her Bachelors Degree in Accounting, she has her Series 66 license, and is the Chief Investment and Chief Financial Officer of Wealth Creation Management Group, with registrations in 6 states.
Marilyn lives in Sugar Loaf, NY with her husband Jeff, where they raised three boys. She and Jeff are foodies who love exploring farmer's markets, new restaurants and food tours.