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.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.