Know Our Roots
Harvest Moon derives its inspiration for building your long-term financial success from the vital steps of the agrarian process. Our ultimate goal is to provide you with a rich harvest. We understand that your prosperity relies on an understanding of the roots you are working with.
Investment Advisor Representative
Marilyn was born in the Sacramento Valley of Northern California, where she grew up in a farming and ranching family. In 1979, she moved to New Mexico where she met her husband and raised her daughter. Marilyn began her career as a financial advisor in 1987. She specialized in retirement, distribution and financial planning for 22 years, before deciding to become an independent advisor in 2010. Marilyn holds Securities Registrations 6, 7, 26 and 63 through Veritas Independent Partners, LLC. as well as Life, Health, and Variable Annuity Insurance Licenses in New Mexico and multiple states. She has been a CERTIFIED FINANCIAL PLANNER™ since 1994.