The founder of Zephyr Investment Management, Marsha commits her knowledge and more than 38 years of experience to help clients accumulate, manage, and grow their assets, and to improve the quality of their lives. Her decades of experience enable her to explain complex investment and financial topics in an understandable way as she guides each client through the process of selecting an optimal investment strategy. Marsha’s financial advice is based on sound economic fundamentals, favorable tax considerations, and disciplined investment management techniques for risk reduction and capital preservation.

The majority of Marsha’s clients began working with her long before reaching their retirement years. As a trusted advisor, she has helped clients at every stage in life navigate through many life changes, market shifts, challenges, and opportunities. Marsha’s primary goal for her clients is to create an inspiring financial strategy designed to help them live the lives they want for the reasons that are important to them.

Marsha earned a Certified Financial Planner(CFP^®) designation in 1985. She holds her securities registration through FSC Securities Corporation, a registered broker/dealer and member of FINRA, SIPC.

Marsha lives and works in the Thousand Oaks/Westlake Village area. She enjoys outdoor activities, including racquet sports and golf. She also loves reading and traveling.