,FPQP®
As a Senior Planning Associate, Marion plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, she conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Marion participates actively in client meetings, providing documentation and follow-up support to support continuity and clarity. She reviews investment allocation reports, collaborates with the client service team to monitor service activities, and researches planning strategies and potential tax law changes to keep clients’ financial plans current.
Beyond client-facing responsibilities, Marion contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, she helps support Modera’s comprehensive planning process.
What has been a particularly rewarding moment in your career?
There is no particular moment, but rather a string of never-ceasing moments as the service I can offer to our clients that makes me feel good when I go home at the end of each day.
What’s the best career advice you ever got?
Unless you are willing to give it 100%, don’t do it.
What’s a destination in the world that you aspire to visit?
I enjoy traveling without emphasis on any particular destination. It’s the journey that matters.
How do you caffeinate?
Morning coffee. Midmorning coffee. Lunch coffee. Afternoon coffee. Sometimes a coffee in-between.
Financial Paraplanner Qualified Professional™
AA, Business Administration
