Marilyn Genery is a Managing Director at Oakmont Partners with more than 27 years of experience in the financial services industry. She is dedicated to providing the highest level of service to her clients with her extensive financial background, and specializes in Asset Management, Estate Planning, Retirement Planning and Financial Consulting.

As part of Marilyn's commitment to providing the utmost service to her clients, she earned the Accredited Investment Fiduciary® professional designation in May 2010, including, but not limited to, formal training in investment fiduciary responsibility.

Marilyn possesses a great deal of enthusiasm for helping clients reach their financial goals and strives to gain a clear understanding for each client’s unique set of circumstances. She is committed to staying abreast of changes in the markets, regulations, investment managers, and financial products to provide the very best service to her clients.

In her spare time, Marilyn enjoys scuba diving, sailing and playing tennis.

"We understand that our clients are individuals motivated by a range of goals. At Oakmont, we have the freedom to customize each portfolio and help our clients fulfill their aspirations whether that means preserving and growing their wealth, living productively after retirement, simplifying their lives, leaving a legacy, or all of the above."
—Marilyn Genery

603-766-7694