Financial Planning

Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have the knowledge and perspective to implement financial strategies that will help you to move smoothly through life’s transitions.

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.

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

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.

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.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.