Marie brings over two decades of experience in financial services, marketing, and client service to WFG. She designs and implements business strategies, plans and procedures. She is our point person for setting our firms comprehensive goals for performance and growth. Marie establishes policies that promote our company culture and vision while overseeing daily operations of the company. She worked as Vice President and Chief Compliance Officer for nearly ten years with an independent broker-dealer and brings that experience to WFG.Marie develops marketing collateral and maintains the company's social networking sites.She maintains our new client on-boarding processes, organizes and coordinates client events. Marie is a graduate of Lynchburg College in Lynchburg, VA where she earned a BA in Psychology
Marie's passions include playing tennis, piano, photography, and spending time with her husband, six children and her English Lab, Hank.