Broker Check
Marie Y. Rugen

Marie Y. Rugen

Client Service Manager

Marie is our Client Service Manager responsible for all facets of our operations.  Marie joined the firm in 2009 and has been an integral part of our client service delivery as the firm has continued to grow.  A 20-year veteran of the financial services industry, Marie has used her expertise in many client service positions, including as Trust Administrator and as Vice President-Trust Office Operations. 

Marie’s tenure with the firm continues to provide strong continuity for our clients.  Her attention to detail and thoroughness enable her to provide superior client service, even in the most complicated financial situations.  Marie takes great pleasure in making sure all of our clients are taken care of well and can be counted on to lend a sympathetic ear during trying times. 

Getting to Know Marie___________________________________________

Formerly a twenty five-year resident of Northern Virginia, Marie now works from her home office in Ohio. She is married and has a chocolate lab named Kona, and a very moody cat. She is currently exploring her new home town of Hudson.  She and her husband, Steve, love to go camping and boating, and on any given summer weekend they can be found riding around on their Harley Davidson motorcycle.

If Marie Could Meet Anyone Past or Present it Would Be: Lucille Ball and my Grandfather

Place Marie Would Most Like to Visit: Italy

Favorite Movie:It’s a Wonderful Life and The Family Man

Favorite Food:Her sister’s mussels in a white wine sauce and anything Italian!

Favorite Quote:You will never have this day again so make it count” (author unknown)

Favorite Holiday: Thanksgiving – She loves having family together!

Favorite Things to Do:  Traveling in our RV with Steve and Kona

What Motivates Marie: Helping people

Something on Marie’s Bucket List: Skydiving and learning Italian

Biggest Accomplishment: Her marriage of 20 years that’s still going strong!

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