Marie, a CERTIFIED FINANCIAL PLANNER™ professional, began working in the financial services industry in 2003. She graduated Magna Cum Laude from Utah State University. She currently holds series 7, 63, and 65 securities designations. She has life, health, and disability insurance licenses. Marie also has experience with tax preparation from working at a local CPA firm.
Marie helps clients discover their dreams and wishes by creating comprehensive financial plans. These plans address asset protection, investment management, retirement planning, business succession, estate structure, and cash flow planning.
Outside of work, Marie enjoys being outdoors, experimenting with photography, trying new recipes, traveling, and spending time with family.