Marianne serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting them with all aspects of the financial planning process.

She joined the team after completing an internship at our Reston office in the summer of 2021. She also interned at Simplicity Wealth Management, a Richmond-based financial planning firm.

Marianne is a graduate of Virginia Tech, where she earned a degree in Finance through the university’s CFP® Certification Education Option. In school, she participated in several on-campus organizations including BASIS (Bonds and Securities Investing by Students), where she served as the Chief Financial Officer, and the Marching Virginians, where she played snare in the Virginia Tech Drumline.

Originally from Richmond, VA, Marianne now resides in Vienna, and enjoys practicing drums, biking, and spending time with friends and family.

Previous Experience

  • Wealth Management Intern at Wealthspire Advisors
  • Financial Planning Intern at Simplicity Wealth Management

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Series 65 license