Marie brings nearly two decades of experience in financial services, but what truly sets her apart is how she shows up for her clients — with genuine care, hard-earned wisdom, and the kind of presence that makes people feel seen and heard.
She specializes in personalized retirement planning and insurance solutions, taking the time to understand each client’s unique story before crafting a strategy that fits their life — not just their numbers. Her academic foundation in Marketing and Performing Arts isn’t just an interesting detail; it shapes the way she communicates, the way she listens, and the way she builds lasting trust.
Marie’s path to financial services was anything but ordinary. Before this chapter, she coordinated weddings and special events for a non-profit ministry, navigated Corporate America, ran her own ventures, and co-built a publishing company with her brother. Each experience added a layer of perspective that she brings to every client conversation.
And then there’s the stage. Marie has been on stage since the early age of 3. She had the honor of singing for U.S. Troops with the Bob Hope Hollywood USO, leading productions like Always, Patsy Cline, opening for Linda Ronstadt during her Canciones de mi Padre Tour, and recording with an independent music label. Performance taught her something that transfers beautifully to financial planning — that connection, timing, and knowing your audience changes everything.
At home, she is wife to Cesar (together since 1982, married since 1989), proud mom to her son Sean — a professional musician carrying on the family’s artistic legacy — and devoted fur-baby mama to Duke, her 70-pound Pitbull/German Shepherd. Marie’s passion as a Christ follower shows up in her personal and professional life. When she’s not helping clients secure their futures, you’ll find her singing on her church worship team, volunteering, out on the golf course, or soaking up life with the people she loves most.
