Marnie Wheeler

Operations and Marketing Assistant

As our Operations Assistant, Marnie plays an integral role in the development and implementation of our operational strategies to improve the efficiency and productivity of our office.  She collaborates closely with the team to identify and resolve issues. Using the skills she previously developed as an educator, Marnie helps guide our compliance, technology, and marketing projects to completion.

As our Marketing Assistant, Marnie coordinates the management of our website content, marketing campaigns, and client events. She enjoys the artistic aspect of creating a consistent brand across all mediums and providing relevant financial content to our clients.

Marnie spends her free time reading with her monthly book club, watching her daughter play softball, and training at her local Brazilian jiu-jitsu gym.

As our Operations Assistant, Marnie plays an integral role in the development and implementation of our operational strategies to improve the efficiency and productivity of our office.  She collaborates closely with the team to identify and resolve issues. Using the skills she previously developed as an educator, Marnie helps guide our compliance, technology, and marketing projects to completion.

As our Marketing Assistant, Marnie coordinates the management of our website content, marketing campaigns, and client events. She enjoys the artistic aspect of creating a consistent brand across all mediums and providing relevant financial content to our clients.

Marnie spends her free time reading with her monthly book club, watching her daughter play softball, and training at her local Brazilian jiu-jitsu gym.