About
Marley 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. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds her Series 7 and 66 licenses through LPL Financial.
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 view what I do as a job at all, but instead a privilege I am fortunate enough to have be entrusted with. Financial Planning is about more than just good financial advice or generating investment returns. It’s about understanding your client’s goals and needs and knowing what matters the most to them.”
Marley
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