The financial world can be overwhelming. That’s where Marie excels, and she takes pride in making the process as easy as possible for clients. She supports Douglas Souvenir (a KWFP partner and Financial Advisor of RJFS) and works behind the scenes to help clients reach their financial goals. Marie brings over a decade of exemplary customer service to the team, and most of those years having been in the financial service industry.
In addition to her Life and Health Insurance Licenses, Marie also holds the series 6, 7, and 63 Security Licenses.
As an Oregon native, she loves to discover all that the beautiful pacific northwest offers. When she is not at work you can typically find her hiking, volunteering, antique hunting, and sampling the countless food and drink options that Portland offers. Her current goals in life are to become a pâtissier, to never lose her sense of imagination, and to travel to every continent.
If you walk by her office, make sure to stop in to say hi and take a little treat from her never-empty candy jar!