Broker Check

At Platinum Wealth Management, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are honored to serve our clients and community.

We invite you to discover and experience the power of our services. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your personal financial goals and objectives.

Jennifer Rogers Markwell

President & Financial Consultant

775-717-0001

Jennifer@PlatinumWealth.net

Emmy nominated journalist, Jennifer Rogers Markwell, changed gears in her television career when she realized the need to help women and their finances. It started at home for Jennifer after her grandfather passed away and she wanted to help her grandmother make sense of investing. Now she regularly hosts educational workshops to empower women to take charge of their investments. Her financial pedigree includes formerly being key financial advisor to more than $300 million under management. She is also very active in both state & local communities. In addition to acting as President for Platinum Wealth Management, Jennifer currently serves as a State Commissioner for the Nevada Commission for Women and volunteers on the board for Girls Scouts of the Sierra Nevada. Jennifer Rogers Markwell was voted Sierra Nevada’s Top 20 Most Powerful Women by Northern Nevada Business View in both 2018 and 2019.

Barbara Girtler

Senior Administrative Associate

Barbara@PlatinumWealth.net

Barbara comes to Platinum Wealth Management with more than 14 years of excellence in client relations, including an extensive communications and administrative background specifically supporting various financial advisors. Barbara enjoys spending time with her family and dear friends, along with crafting, reading, and gardening.

Debbie McKenzie

Administrative Associate

Debbie@PlatinumWealth.net

After serving as the Head Administrative Assistant for a fast-paced, multi-advisor enterprise, Debbie joined the Platinum Wealth Management team in 2019.  Debbie prepares client documents and supports Jennifer with client requests. Debbie is married with three children.  In her spare time, she enjoys reading, playing games and exploring the beautiful wilderness on her kayak.

Dana Marcoccia

Marketing Associate

As Marketing Associate for the Platinum Wealth team, Dana helps facilitate personal client connections. She supports events, branding, social media and the thoughtful growth mindset of the Platinum Wealth Management team. After earning her communications degree at Sacramento State, she acted as a business owner and entrepreneur focusing on marketing and customer service. Dana and her husband are the proud parents of three boys and enjoy the outdoors in their spare time. Dana also holds a first degree blackbelt in Tae Kwon Do.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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