Designations and Licenses

Marguerite is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Marguerite works with clients to provide personalized wealth management solutions to help them reach their goals. She assists clients with financial planning, tax preparation, investing, reporting and a variety of other needs.

Prior to joining Mariner in 2016, Marguerite was the director of client experience at Legacy Financial Strategies, LLC. Her past experience also includes serving as a commercial banking portfolio manager at Iberiabank Corporation in New Orleans.

Marguerite has bachelor’s degrees in English and French Literature from the University of Virginia.

Personal Interests

Marguerite has been a member of the Junior League of Kansas City since 2015 and is involved with Seeds of Hope Brazil, Inc., a charitable organization serving disadvantaged youth in Sao Paolo, Brazil. She enjoys spending time with her husband and daughter, traveling and reading, and is an active supporter of the Mariner Foundation.