Marjorie’s background in financial services and wealth management brings 25+ years of experience at leading financial institutions such as Citicorp Investment Services, Charles Schwab, UBS Financial Services and Raymond James in New York, San Francisco, Sioux Falls and Cincinnati. She has served in diverse roles including Client Services, Mutual Fund Sales, Compliance Officer, Trust Investment Management and Wealth Management.

Marjorie earned her Bachelor of Science Degree in Business Administration and a Minor in Economics at the State University of New York at Oswego. Her career has taken her throughout the country, but she has called Loveland home since 2005. She has one adult son, Tommy, who is a recent Ohio State University graduate.

Marjorie is passionate about helping others. In her spare time, she does volunteer work through her church, has served on the boards of local non-profit organizations and helps plan an annual race since 2009 that has raised funds for multiple local charities. She is working on developing a financial education seminar for women. Outside of the office, Marjorie enjoys running, biking, hiking, photography and travel.