As a private professional fiduciary since 2012, Marion works closely with the courts and legal community providing a variety of fiduciary services.
Prior to becoming a Professional Fiduciary, Marion had been helping families and businesses with their financial needs for 30 years as a Financial Consultant and a Certified Financial Planner. She served on the investment boards of large public pension plans and international church organizations. With her extensive background in the financial services industry, she is comfortable handling both large and small estates.
Beyond the legal and financial duties, most important to Marion are the clients she works with. As Trustee of a Special Needs Trust, or Conservator of the Person or Estate, she is passionate about making sure the needs of her clients are being met. Whether the client is elderly or a minor child, their needs are Marion’s upmost priority. Serving with compassion is a crucial component of what we do.