Marie has over 15 years of experience in the financial services industry. She specializes in crafting personalized comprehensive financial plans and investment strategies for high-net worth individuals and multi-generational families.
Marie’s dynamic approach focuses on building strong relationships that go far beyond a client’s investment portfolio. This allows her to play an important role in strategizing and advocating for her client’s best interests across all areas of their personal financial ecosystem.
In addition to serving clients, Marie also has a passion for employee development and is responsible for the leadership and growth of the firm’s Portfolio Advisors and Portfolio Administrators.
Marie is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, earned her bachelor’s degree from Lindenwood University, and spent seven years in the banking industry prior to Acropolis.
Away from the office, Marie lives an active lifestyle with her husband and their two young kids. She is an avid yoga practitioner, and enjoys variety of activities including: pickleball, boating, swimming, skiing, camping, gardening, and traveling.