Marie is a Financial Advisor on the national Wealth Management team at SageView Advisory Group, and is located in Syracuse, NY. She works with individuals and their families to determine financial priorities and implement comprehensive investment and financial planning strategies to advance and realize their goals. Marie’s expertise lies in putting together all the financial puzzle pieces, including connecting with outside advisors such as attorneys, tax professionals and insurance experts to provide a full suite of support services to her clients and their families.
Prior to joining SageView in 2022, Marie worked at Capital One Investing and Blue Ocean Strategic Capital as a Comprehensive Financial Planner. Previous experience also includes tax planning and preparation in the Tax/Accounting arena and Trust and Estate planning and administration in the Attorney/Legal arena.
Marie received a Bachelor of Science degree in Accounting from LeMoyne College and holds the CFP® designation as a Fiduciary Financial Advisor. She is also a member of Financial Planning Association of Central New York, sits on the Professional Advisor Council of the Central New York Community Foundation, and is a longtime member of the Junior League of Syracuse. Her hobbies include family time, gardening, and sports of all kinds especially tae kwon do and tennis.