Since joining Lincoln in 1983, Marilee has fulfilled many roles, from local to national levels. As Business Operations Manager, she is responsible for the overall operations of Lincoln in the Pacific NW, overseeing financial planners in Oregon, Washington, and Alaska. Her specialties include:
Providing Compliance training and support, to include audits and supervisory activities,
Directing activities of staff to ensure outstanding service and performance levels are met for the region, including providing Human Resources assistance for the hiring, onboarding, and training of planners’ assistants,
Assisting financial planners with the implementation of their business succession plans,
Managing operational tasks required to have a well-run OSJ.
Before becoming a Registered Principal and overseeing operations in 1999, Marilee was a wholesaler for Lincoln’s Small Group Health, Dental, Life, Disability, and Long-Term-Care insurance products. She qualified for numerous awards, both for production as well as the Bravo Award in 2014*.
Marilee and her husband Mike love to travel. They are also enthusiastic Oregon State Beavers football fans, and can be seen at all home and some away games. Mike also plays the drums in a rock band. When not traveling, camping, and going to gigs, they enjoy spending time at home with Ringo, their Australian Shepherd, gardening, cooking and reading. Their daughter Rachel and her husband Ryan live in New York City.
*An internal Lincoln Financial Network recognition where employees nominate colleagues who go above and beyond expectations.
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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.