Marie joined LMA in January 2016. She has over 10 years of experience in the financial services industry. She began her career in the accounting department of a local financial planning firm. She enjoyed the dynamic pace of the world of finance and took it upon herself to learn more. Within months, she had transitioned to the role of Client Service Associate, supporting three financial advisers and their clients. Marie enjoys working closely with the advisers she supports and getting to know their clients, their needs and concerns and working together to address them and find suitable solutions.
Marie is a graduate of George Mason University where she earned her bachelor’s and master’s degrees. In her spare time, Marie enjoys reading, watching British TV and walking her Australian Shepherd. She lives in Falls Church with her husband and daughter.