Financial Planning

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Educating clients on 401Ks, stocks, mutual funds and ETFs to help determine what is in their best interest and more.

Today, no U.S. life insurer has a higher financial strength rating than New York Life.1 For our customers, that means promises kept, and peace of mind for the millions of families and businesses who rely on us.

Marnie's mission is to help her clients attain financial security for their families and businesses with innovative solutionand world class products. Marnie works to create long-term relationships based on honesty, trust, integrity and mutual respect. She will make recommendations that fall in lin

I provide financial services for retirement planning, insurance, annuities and college funding. I educate clients on 401Ks, stocks, mutual funds and ETFs to help determine what is in their best interest and more.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals and your time frame.