Marie is our Client Service Manager primarily responsible for Chris and Sarah’s clients. Marie joined the firm in 2009 and has been an integral part of our client service team, providing stability and expertise through significant company growth. A 20-year veteran of the financial services industry, previously Marie used her expertise in many client-service positions, including as a Trust Administrator and as a 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 enables 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
Marie recently moved from Ohio back to Virginia, while still working remotely. She is married and has a chocolate lab named Kona. She is currently exploring her new home town of Hamilton and loving the country life. 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 her 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 her 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!