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Jennifer K

Series 65

Charlotte, NC

Mariner

Jennifer Krizka is a financial advisor at Mariner, holding a Series 65 credential with experience beginning in 2024. Prior to joining Mariner, she was involved with ESPO Engineering Corporation and held various roles related to education. She volunteers as an assistant coach for the Oakland University softball team, focusing on coaching the catchers. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and it provides integrated tax and accounting services alongside operational CFO capabilities and a financial wellness platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael K

CFP®, Series 63, Series 65

Charlotte, NC

Mariner

Michael Keen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. He previously worked at Byron Financial, LLC and The Vanguard Group, Inc., where he spent seven years. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external managers and offers integrated tax services, Core Family Office capabilities, and employer financial wellness tools alongside discretionary, customized portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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