Michael is the founder and president of Marion Consulting, LLC which is currently celebrating 45 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic
Mike has 15 years of experience guiding families through complex challenges, both as a Financial Planner and as a former senior living Executive Director. He specializes in strategic thinking, creative
Debra Ojasild is the Trust Accounting Manager at Marion Consulting. She has been with the firm over 25 years. Debra’s responsibilities include management of client service and operations, compliance administration
A seasoned veteran in the life insurance industry, Karen brings 38 plus years of experience to the Marion Consulting team. She specializes in Medical & Financial Underwriting and Case Management.
Doug is the co-founder and president of MARION – DOUGLAS FINANCIAL & INSURANCE SERVICES. He has been a leading professional in the employee benefits industry for 23 years with the
Lennea has been in the insurance industry for 20 years and has experience in Medicare as well as in the group and individual insurance markets. Her dedication and industry expertise
Sylvia Rios is a whiz with numbers. She worked in accounting and business management for over two decades before beginning her insurance career in 2020. Today, she uses her number-crunching
As co-founder of Marion Douglas Financial and Insurance Services, Jennifer has over 25 years of experience in the benefits insurance industry. She is a graduate from CSULB with a bachelor
Janice Marion is Co-Founder of Marion Consulting, LLC. When we started our business in 1979 she wore the many hats typical of a start-up business owner, from answering phones to