Holistic financial
planning can
help create
structure
Learn More
Financial professionals
help bring order
to your financial life
Learn More
Coordinated financial services can help
organize your financial future
Learn More
Marie serves as our primary resource for addressing the administrative needs and concerns of our clients. Our clients are encouraged to bring their requests or desires to Marie, who will make every attempt to immediately resolve an issue. Marie is also the main point of contact between the group and our clients, and clients always enjoy her warm personality and can-do spirit.
Marie is a native of Chesapeake and a graduate of Virginia Commonwealth University, where she received her Bachelor of Science degree. Marie also holds dual master’s degrees in business and public administration from Strayer University. Marie came to our team after previously serving as the administrative assistant to the site director of the Wells Fargo Business Banking Resource Center supporting Richmond, Virginia; Charlotte, North Carolina; and Winston-Salem, North Carolina.
Holistic financial
planning can
help create
structure
Learn More
Financial professionals
help bring order
to your financial life
Learn More
Coordinated financial services can help
organize your financial future
Learn More
“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.”
– Helen Keller