Meet
our
team

Owner

Marilyn - CPA

Marilyn grew up on a working cow-calf operation in Eastern Colorado, where she learned early that details matter, the work is never truly finished, and trust is earned. She has carried those values throughout a career spanning both public and corporate accounting, with experience across financial services, healthcare, nonprofit organizations, and wellness startups.

Today, as the owner of M. Advisory Co., she combines that expertise with a practical, relationship-focused approach to help businesses build strong financial foundations and create lasting legacies.

Marilyn and her family live in the Denver area, but they regularly find themselves back on the plains helping on their family ranches and staying connected to the rural communities that shaped them.

Haley brings more than a decade of accounting and bookkeeping experience working with small businesses across a range of industries. She takes a collaborative approach—communicating clearly, building efficiencies without sacrificing accuracy, and being a steady resource for clients and teammates alike. Her background also includes personal bookkeeping and supporting high-net-worth clients with their day-to-day financial needs.

At M. Advisory, Haley focuses on building genuine client relationships, creating a dynamic where clients feel supported rather than overwhelmed and more confident in the financial side of their business.

A northeastern Colorado native, Haley moved to Denver after college and has put down roots of her own. She and her east-coast husband keep busy chasing two young boys, and the family stays true to their roots by putting family first and traveling often to spend time with loved ones

Prinicpal

Haley