Marlene applies her more than 25 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients with dedication and focus.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Marlene holds Series 7 and Series 63 securities licenses.
Marlene has been a member of this team since June 2022 but worked for over two decades with one of the founding partners.
Marlene grew up in New Orleans and now lives in Folsom, LA with her husband, Scott, and daughter, Brooke. When not in the office, Marlene enjoys time with family and friends.