Our Qualifications

We provide financial services for both individual clients and companies.  Our work with individual clients includes overall financial and retirement planning, wealth management including brokerage services, risk management (life, disability, long-term care, and health insurance), and estate planning.  Our work with companies includes employee benefits, ranging from group insurance to retirement savings plans, as well as financial services for employees.

Marian Geohegan

Whether assisting individuals or businesses, Marian strives to be comprehensive in her work, true to the requirements of the CERTIFIED FINANCIAL PLANNER™ certification.

In addition to her registrations and licensing, Marian Geohegan has earned the CERTIFIED FINANCIAL PLANNER™ certification. Individuals certified by CFP Board have submitted to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.  Marian has also earned the Chartered Retirement Plans SpecialistSM designation.

Marian received her Bachelor’s Degree from Shenandoah Conservatory in Virginia and her Master’s Degrees in music (M.M.) and business administration (M.B.A.) from the University of Illinois in Champaign-Urbana. She has over 30 years of business management and consulting experience, working with a wide range of businesses and individuals.

In addition to her education and experience, Marian is securities licensed and also holds life and health licenses from the states of Tennessee, Kentucky, Colorado, Georgia, and Texas. She may become licensed in additional states as needs of clients arise.

Marian has also been active in professional and community organizations, previously serving as president of several key organizations, including the Council of West Knox County Homeowners, Inc.