Jennifer Spears

With 26 years of experience in the financial industry, I recently joined Marshall Financial Group (MFG) after my previous firm merged into MFG. I followed our clients to MFG because of the team's exceptional professionalism and warmth, and I wanted to be part of a team that shared my commitment to delivering outstanding service.

I initially began my career in accounting but found my true passion for investment services, where I could make a meaningful difference in people’s lives by helping them achieve their financial goals. As a Client Service Associate, I love being the “go-to” person for our clients, providing them with assurance and ensuring that their questions are answered, and concerns are resolved quickly and effectively.

At MFG, I value the strong sense of teamwork and positive attitude that pervades the office. It’s an environment that inspires me to do my best for our clients. I strive to simplify complex financial processes, whether it’s through account registration or facilitating transactions, ensuring that our clients have a seamless experience. The most rewarding part of my job is earning our clients' trust and confidence, taking the time to understand their needs, and being a part of providing solutions tailored to their goals.

What can we find you doing outside of work?

When I’m not helping clients, you’ll find me spending quality time with my family, especially our four grandchildren. I also have a variety of crafty hobbies that keep me busy. My perfect day includes outdoor activities with loved ones, along with time for my personal interests.

A little-known fact about me: I used to keep score for three ice hockey leagues at once! During a minor league game, I was called down from the stands to troubleshoot the scoreboard because I was the one who usually ran it. I can also calm down angry players in the penalty box—skills that have come in handy over the years.

What/who inspires you? Kindness in all its forms.

Quote that you love: “Happiness can be found, even in the darkest of times, if one only remembers to turn on the light.” - Professor Dumbledore, Harry Potter and the Prisoner of Askaban

Biggest Accomplishment:

I am proud of overcoming health challenges throughout my life, which has allowed me to remain active and engaged in both my personal and professional endeavors. Life has given me many opportunities to grow, and I’m excited to continue that journey with MFG and our clients.

Favorite things:

Meal: Homemade tacos, beans, rice

Beverage: Vanilla Coke Zero

Travel destination (near home or far away): Edinburgh, Scotland. I learned so much about my personal

family history there.

Person: My best friend, my husband Steve.

Sport: Ice hockey

Sports team: Utah Hockey Club (Previously Arizona)

Greatest extravagance (under $100): Tools for my ever-expanding collection of handicrafts.