With decades of client service experience, Marie values her interactions and relationships with the people she serves. She takes pride in being responsive and timely, and helping people get answers to the most difficult financial questions.
- Experience: Marie’s more than 30 years of experience include administering personal, charitable, and split-interest trusts, decedents’ estates, and investment management and individual retirement accounts. Previously, she served as a Client Service Manager with First National Bank Wealth Management, where she advised high-net-worth individuals and non-profit organizations and coordinated estate settlements. She also served affluent clients in the private client division of a large multi-national bank. Before moving to Colorado, Marie was a fiduciary tax processor at the predecessor to HSBC Bank and a trust assistant at M&T Bank in her native Buffalo, New York. She has completed two years of the American Bankers Association National Trust School.
- Outside Interests: Marie is an avid reader. She also loves to try new things—she joined a curling team.
- Something You’d Never Guess: Marie is one of 12 siblings, and enjoys visiting her family whenever she can.