Team
At Union Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Lisa Green
Owner & Financial Professional
Marissa Green Wood
Owner & Investment Advisor Representative
Marissa is licensed as an Investment Advisor Representative and a Life and Health Insurance Agent. She specializes in developing organized and easy to follow financial plans. As a young professional, she is motivated to keep Union...
Marty Willenborg
VP of Advanced Life Sales
Nolan Hurlburt
Executive Assistant