Marie brings over two decades of experience in financial services, marketing, and client service to WFG. As a key member of our team 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. While there, Marie earned her Series 7, 63, and 24 registrations and became an owner in the firm. After marrying, she made a choice to leave that industry to be a stay-at-home mother to run their household and raise their six children. Marie re-entered the work-force with a financial planning firm where she assisted the Chief Compliance Officer. She networked regularly to establish a presence within the community and cultivate relationships with professionals and potential new clients. Marie developed marketing collateral and maintained the company's social networking sites Marie developed and maintained the prospective client and new client on-boarding processes. She planned, organized and coordinated client events for small groups from 12- 50 and larger events for over 200. Marie is a graduate of Lynchburg College in Lynchburg, VA where she earned a BA in Psychology.
Marie's passions include playing piano, photography, and spending time with her husband, six children, two dogs and two cats.