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Biography

Marie is a Principal in the Towson, Maryland office. She is focused on helping clients achieve their financial objectives through a combination of wealth planning and strategic investing.

Prior to joining Cerity Partners, Marie served as the Director of Client Communications at Maryland Capital Management (“MCM”). In her role, she was responsible for the firm’s marketing and communications strategy in addition to portfolio management and client service activities. Before her time at MCM, she worked as a Registered Client Associate at RBC Wealth Management. She also previously worked as a Relationship Specialist at Charles Schwab.

Marie loves to travel and enjoys spending time with her family, friends and goldendoodle, Daphne.

Education

  • BSBA in Finance from Shippensburg University of Pennsylvania

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.