Combining nearly 30 years of financial services experience, we are dedicated to helping successful, multi-generational families and businesses pursue their goals and address their complex financial needs through a goals-based, disciplined wealth management process. We are fully committed to and invested in our clients. We take great pride in working for a firm that believes - as we do - that clients' interests should come first before anything else.
Services
Marie is dedicated to understanding the financial priorities of high-net-worth individuals, providing them with personalized attention and disciplined, customized investment strategies.
Leveraging the robust resources and services of Stifel, a national leading wealth management and investment banking firm, Marie is well-positioned to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more.She received invitations to the Barron's Top Women Advisors summit and the Fortune Most Powerful Women Summit.
Leveraging the robust resources and services of Stifel, a national leading wealth management and investment banking firm, Marie is well-positioned to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more.She received invitations to the Barron's Top Women Advisors summit and the Fortune Most Powerful Women Summit.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing guidance to help you stay informed, we start by listening to learn more about you.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
While anyone with appropriate securities licenses may refer to themselves as "financial planners, " that does not necessarily mean they have earned the CFP(R) certification. When you see a the CFP(R) letters behind a financial advisor's name, it means he or she has met rigorous education and experience requirements and agreed to abide by a code of professional conduct.
We know there's much more to wealth management than simply creating a portfolio and making investments. Yet a single-minded focus on your risk tolerance drives many wealth managers' investment recommendations. This approach may ignore your specific needs and result in a plan that does not meet all your expectations.
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