Call Us Today at (513) 506-0272!

As Client Service Advisor, Marjorie plays a crucial role in serving our valued clients at Benchmark. She is responsible for supporting the implementation, reporting, and oversight of the firm’s day-to-day operations.

Marjorie is committed to exceeding client expectations in every interaction, providing a smooth and effortless experience.

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.

  • College for Financial Planning | CFP course 1-Financial Planning Process & Insurance
  • Cannon Financial Institute | Trust Investments I, II, III Certificate
  • Cannon Financial Institute | Cannon Trust I course
  • Acquired the Series 7 and 63 (inactive)
  • Fordham University | Graduate School of Business | Advanced coursework
  • Bachelor of Science in Business Administration and Economics Minor from State University of New York at Oswego
  • 2017 Little Miami River Chamber Alliance Annual Award Winner for Non-Profit of the Year:
    • Amazing Charity Race (member-Board of Directors)
  • 2018 CancerFree Kids awarded “The Amazing Charity Race Research Grant” to Cincinnati Children’s Hospital Medical Center (ACR-member-Board of Directors)
  • Loveland’s Amazing Race, Inc | Amazing Charity Race & Leprechaun Chase Editions
    • Treasurer, Secretary, member-Board of Directors
  • Northstar Church | Spark Program | Coach
  • The Loveland Initiative | Treasurer
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Call Us Today at (513) 506-0272!

Address: 4755 Lake Forest Drive, Suite 220, Cincinnati, OH 45242