About
Marley joined our team in the summer of 2020 and she is a CERTIFIED FINANCIAL PLANNER® practitioner. She is a graduate of Texas A&M University where she received a Bachelor of Science degree in Agricultural Economics with a concentration in Finance & Real Estate, minoring in Personal Financial Planning.
In her spare time, Marley enjoys showing cutting horses alongside her parents and sister. She is a proud member of the National Cutting Horse Association (NCHA) and has been competing in the sport of cutting since she was just 6 years old. When Marley isn’t riding horses, she can usually be found spending her time with her Goldendoodle, Dolly, who she loves teaching new tricks too. In addition to cutting, Marley enjoys going on runs with Dolly, and is an avid reader – her favorite book being The Psychology of Money.
“I don’t see my work as just a job—it’s a privilege to be entrusted with helping others. Financial planning goes beyond advice or investment returns; it’s about truly understanding clients’ goals, needs, and what matters most to them.”
Marley
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