Renowned for her captivating speaking engagements, Marie's expertise is celebrated across the education community, from K-12 to Higher Education. Her signature seminars, "Retirement Masterclass" and "Women Approaching Retirement and Beyond," are sought after by individuals and organizations alike, while her on-site financial literacy workshops serve as invaluable resources for employers of all sizes.

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Marie's personalized approach to financial education has transformed the lives of individuals on their journey towards financial stability. From personalized saving plans to debt pay-off strategies and retirement sustainability, Marie is dedicated to guiding the education community every step of the way. She also provides invaluable assistance with budgeting, Medicare, and estate planning, ensuring a lasting legacy for generations to come.

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Marie's passion is mentoring young people, preparing them for the challenges of the modern workforce, and promoting financial literacy. Her dedication to education also extends to the non-profit sector, where she is actively involved in initiatives aimed at building stronger, more empowered communities.

 

She is also involved in financial education for Washington students as a new member of the Education Committee of  Financial Education Public-Private Partnership (FEPPP). FEPPP brings together individuals from both the public and private sectors in an effort to provide quality financial education for students in the public school system. The mission of the Education Committee is to introduce, enhance, and improve financial education in Washington K-12 schools by developing and promoting professional development opportunities for educators, establishing standards, reviewing curriculum, and advancing certification opportunities. Learn more about FEPPP

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​Alongside her husband Dan, a respected retirement professional, Marie runs their family business with a commitment to helping others achieve financial independence. Their sons, Carson Business School graduates, have joined the team, adding new dimensions to the family legacy.

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In her free time, Marie finds joy in gardening, traveling with her husband, and cherishing moments with her family. With her wealth of knowledge and compassionate guidance, Marie is the ultimate resource for anyone seeking financial empowerment. Join her on the journey towards a brighter, more secure future today.

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