John Faries II is a financial advisor at Marchand Faries Financial Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Columbine Federal Credit Union and currently serves as Chief Financial Officer of Pivot Lending Group, a mortgage lender. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using stocks, bonds, ETFs, and mutual funds, applying fundamental analysis and periodic rebalancing, while integrating tax and estate considerations through coordination with clients’ other advisors.

Jennifer Sheffler is a CFP® with six years of industry experience, currently serving as a financial advisor at Marchand Faries Financial Management, Inc. since 2020. Prior to this, she worked for three years at Automotive Management Services, Inc. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using fundamental analysis and coordinates with clients’ legal and tax professionals to integrate estate and tax considerations into investment decisions.