Marla Brenner

Paraplanner

marla-brenner-new

About Marla

In my current role as a 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 dog (Drake), my horse (Zion, aka “Z”), gardening, traveling, lake days and crime shows .
Watch out for the snacks in the lobby, the Hilltop 15 is a thing! 

New to Hilltop? Take the first step by scheduling an introductory call with a member of our matchmaking team today.