As Co-Owner and Director of Agency Operations at Wealth Management Strategies, Inc., Marie brings over 25 years of experience to supporting the firm’s advisors, team, and clients. She helps ensure the firm operates with clarity, consistency, and a strong focus on client experience. She oversees the systems, processes, and teams that support our advisors and clients, helping every part of the organization work together seamlessly.
Marie holds licenses in life, health, long-term care, and Medicare insurance, and plays an integral role in coordinating protection planning and insurance support as part of the overall planning process. Her experience, attention to detail, and leadership help uphold the firm’s commitment to clarity, professionalism, and long-term client relationships built on trust.
Married to Tony, Marie is a proud mother of three, DJ, Anthony, and Jessica, and a devoted MeMe to two grandchildren, Tucker and Justin.