Designations and Licenses

Marie is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Marie works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals. She joined Mariner in 2018 working in an operations support role before transitioning to the advisory side of the business in 2021.

Marie has bachelor’s and master’s degrees from the University of Kansas.

Personal Interests

Away from the office, Marie enjoys quality time with her family and Jack Russell mix dog. She loves to travel, spend time outdoors and exercise. She is a volunteer with Harvesters mobile food pantry.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.