Marisa Tomlinson joined Retire Smart on April 15, 2024, bringing a strong background in business and the arts, with a BS in Business Management from Grace University and a BFA in Fibers/Photography from the University of Oregon. She’s also licensed in Life, Health, Annuities, and Property & Casualty. Marisa spent 5 years working with a State Farm agent before transitioning to Retire Smart, where she was honored with the 2024 Nova Award as the newest rising star. Her passion lies in serving others and ensuring every interaction leaves clients smiling. She values the supportive, success-driven culture at Retire Smart.
Outside of work, Marisa is deeply involved in her community, leading worship at All Seasons Church in Bellevue, cheering on her high school senior, and spending time with her two grandsons. A lifelong baseball fan, the College World Series is her favorite time of year. Living in Papillion, NE for 19 years, Marisa is driven by her love for helping others, her family, and her community.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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