As a Senior Registered Client Service Associate with more than 30 years of experience in the financial services industry, Marie has passed the required industry licensing exams and is appropriately registered to conduct securities business and is well versed at handling all administrative duties, assisting with retirement planning, portfolio reviews, and research.

Prior to joining our group, she spent 15 years at Merrill Lynch and ten years at Nat City Investments in Louisville. She earned an associate degree in computer science from Jefferson Community College.

She is a native and long-time resident of Louisville, where she and her husband, Chuck, raised their two children, Leah and Drew. She enjoys spending time with her first grandchild Charlotte.