Marie has helped clients manage their financial assets since 1981. She provides investment management and financial planning services to individuals, business owners, and families.

Through maintaining close relationships with her clients, Marie stays attentive to their changing circumstances and can help mitigate any impact it may have on their financial plans. She specializes in retirement planning, conducting risk assessments, fixed income, and equity portfolio reviews for clients through a goal-based approach. She holds Series 7, 63, and 65 licenses.

• Member, Autism Society of America

• BS, University of Washington