About Marie Villard

As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance to firm communications.Read Marie's Profile HereRead More Articles by Marie

Money-safe Travels for the Summertime

Many of us amp up our travels in the summer (especially to escape this heat!), and money safety should be at the forefront of every decision made. While traveling domestically …

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How to Safeguard Your Online Identity

Through the Looking Glass We are living in a time where our existence is more exposed than we’ve ever known. Our emails, names, phone numbers, personal pictures, and other personal …

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Community, the Crow, and Perseverance

Last week, while perusing the Wall Street Journal and catching up on some of the most intense news of recent history, I happened upon a quote by English author John …

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View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.

Texas: Drawing in the Best Bulls

Growing up on the east coast, your per­ception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning …

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