Throughout her professional career, since 1977, Marie has provided comprehensive, long-term investment strategies across all financial stages including wealth accumulation, preservation and growth. With nearly $2.6B assets under her management, Marie’s keys to success are her straightforward approach to educating clients, trustees, and boards to understand their investment options and guide them to make sound decisions within their risk tolerance. Additionally, Marie provides institutional consulting and advisory services to a broad range of discriminating global clients including foundations, endowments, religious organizations, pension plans, 401(k)/403(b) plans and multi-generation private family offices.

Marie is a graduate of Michigan State University, Economics, Wharton Business School, Certified Investment Management Analyst (CIMA), ASPPA, Certified Plan Fiduciary Advisor (CFPA) and UCLA Anderson Executive Education, Certified 401(k) Professional (C(k)P).

Marie is perpetually ranked as a top financial advisor nationwide. She has served on national advisory committees, spoken at national conferences, written and contributed several noteworthy articles and serves as the wealth advisor spokesperson for local and national media programs.

Her community and philanthropic interests include The Detroit Symphony Orchestra, Lions Club International, Special Olympics, Samaritas, Vista Maria and The War Memorial.

Marie lives in Grosse Pointe Park, Michigan and is a parishioner of St. John’s Armenian Church of Detroit.