Marlene Burns, CRC®
Owner, Investment Consultant, All Major Lines Insurance Agent
Marlene started the business in 1998 as a tax preparer. In 2005, she became an insurance agent for all Major Lines, expanding the business offering Home, Auto, Health, & Life Insurance. In 2006, she became licensed as a Financial Advisor obtaining her Series 6, 65, and 66 licenses. Marlene also continued her education to become a Certified Retirement Counselor (CRC®). Marlene is specialized in creating Tax-efficient Retirement Income plans and Wealth Management; this is her passion!