Client Service Associate | Paraplanner
Marley recently joined our team in the summer of 2020. 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. Marley is currently studying for her CFP® designation and plans to take the exam later in 2020.
As a Client Service Associate (CSA) & Paraplanner, Marley has two distinct roles within our firm. As a CSA, she helps BentOak clients with administrative needs such as account paperwork, transfers, etc. In her role as a paraplanner, Marley sits in on client meetings and takes notes, helps prepare for meetings, handles meeting follow up, and provides general support to our financial planners. She chose the financial planning profession because she likes helping others, and BentOak is excited about Marley’s bright future as she grows into a financial advisor role.
In her spare time, Marley enjoys showing cutting horses with her parents and sister. She is a member of the National Cutting Horse Association (NCHA) and has competed in cuttings since she was 6 years old. You can find Marley riding most weekends, and when not competing, she often serves as an announcer at various cutting events. In addition to cutting, Marley enjoys running and is an avid reader – her favorite author being Cassandra Clare.
Marley has a Jack Russell Terrier named Charlie, and several horses including Moo-Moo, Trigger, and Jelly Bean
Marley enjoys chips and salsa from her Fort Worth favorite Joe T Garcia’s
Marley would like to someday go skiing in Switzerland
Marley is a world finalist NCHA cutting horse rider
Anything with Tom Selleck
If Marley could meet anyone from history, it would be Walt Disney