As a student at Stetson University, Marie played the flute and planned to major in music. But after taking various classes in Finance, she switched her major and never looked back.
After college, Marie worked at SEI where she supported banks and advisors who used SEI’s Wealth Platform. She then moved her career to Charles Schwab, where she continued working with advisors in the Houston area. After a few years at Charles Schwab getting to know the Registered Investment Advisory business from behind the scenes, she moved to Houston to join the Financial Synergies team as Director of Operations in 2013. Marie is also the firm’s Chief Compliance Officer.
At Financial Synergies, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of responsibilities, from complex estate transactions, SEC compliance, and company communications.
Marie lives in The Woodlands with her husband, Nick, her son, Rand, and puppies, Winston, Ellie, and Hank. When she’s not in the office, she practices hot yoga and grows her own food.