Marie Taylor

With over four decades of experience, Marie has been a trusted advisor to individuals and business owners seeking to navigate their financial futures. Specializing in investment management and comprehensive f financial planning, Marie is dedicated to helping clients achieve financial independence and create the retirement lifestyle they desire.

She offers expert portfolio reviews, sound investment strategies, and invaluable guidance on essential financial matters, including estate planning, wills, and other critical documents. Marie's approach is rooted in a commitment to empowering clients to take control of their financial lives and achieve long-term stability.

Marie received her Bachelor of Science from the University of Washington and holds her FINRA Series 65.

When not at work, Marie enjoys time with her husband, George, two children and two grandchildren, Marie is passionate about organic gardening, travel, reading, and church ministry. She enjoys teaching young people about the importance of financial literacy and investing, and is committed to giving back to her community through education and mentorship.