Marla Brenner
Paraplanner
In my current role as paraplanner, I provide crucial support to advisors, including case analysis, financial plan construction, software management, scenario running, and client service assistance.
My passion for helping others through financial planning is deeply rooted in my upbringing and extensive experience within the firm. As Erik's daughter, my journey at Hilltop began at 9 years old when I sang "God Bless the USA" at a client event to then working in the firm as an intern through high school and college. After graduating from Murray State University in 2019, I transitioned into a full-time paraplanner role. I find great fulfillment in assisting our clients through their financial journey at Hilltop and positively impacting their experience with the firm.
Credentials
Areas of Expertise: Chartered Retirement Planning Counselor (CRPC)
Education: Murray State University, Finance
Questions & Answers
My greatest extravagance (under $100):
A glass of wine watching the sunset on the porch
My favorite things/hobbies:
My dog (Drake), my horse (Zion, aka “Z”), gardening, traveling, lake days and crime shows .
What advice would you give to a candidate who wants to join our team?
Watch out for the snacks in the lobby, the Hilltop 15 is a thing!
"We cannot direct the wind, but we can adjust the sails."
~ Dolly Parton
