Jay has been in the financial services industry since 2002. Prior to 2002, Jay was an elementary school teacher. Jay has combined those skill sets to bring education and client service concepts to the financial industry.
Jay’s goal is to have his clients fully educated as to what their financial protection options are and how their plans will work. Jay is licensed in Alberta and British Columbia.
When not at Marathon you can find Jay traveling, cycling, running or on his motorbike.
For the past 10 years, Lynn has worked for brokerages and for large insurers in the role of client service & advisor. Last year Lynn became licensed so that she can bring a higher level of knowledge and advice to her practice. Lynn brings a comprehensive approach to educating and advising owners and employees of the benefits of their group plans and how to keep their companies safe.
Lynn is currently adding to her education, in May 2017 Lynn completed her Elder planning Certification. This new level of knowledge will help Lynn be a better financial planner for people who want to work on their estate plans.
When not at Marathon, Lynn loves to travel and is an avid reader.
Alex has a passion for working with young and young-in-mind professionals. Alex’s goal is to educate his clients on how they can be financially stable and secure throughout their working years and into retirement.
Alex began his career at a large group benefits consulting firm. In his role at Marathon, Alex’s strong analytic skills mix well with his focus on protecting businesses & families and helping them achieve their debt, tax, and family finance goals.
When not at Marathon, Alex enjoys spending time with his family, golfing, hiking, running and cooking.