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Financial Manager

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Marilyn Thorpe

Marilyn is the President and Founder of NexPhase Transitions, LLC., whose mission is to help others discover more about their strengths and abilities to enable them to be successful in life. As a business coach, Marilyn is forward-thinking in her approach with organizations in the areas of employee retention, conflict management, behavioral change, and team building. Her entrepreneurial clients benefit from her insights and action steps to grow and sustain the business. Here helps her discover the right balance between working in and working on the business. Our coaching services include career coaching, life coaching, business coaching, mastermind group coaching, conducting onsite and offsite workshops and seminars.

Dawn Doebler

Dawn Doebler is an experienced portfolio and wealth manager. She holds a BA in Financial Planning and Economics and an MBA in Finance and Accounting from the University of Maryland along with Certified Public Accountant and Certified Financial Planner designations.

Stacy Francis

I’ve been called the human Prozac of wealth management! I literally take the worry and anxiety out of managing your finances.