Meet Marie Forst
“I moved to southern Alabama after visiting on a family vacation and falling in love with the beaches, scenic views, and small-town charm.”
EDUCATION / CERTIFICATIONS:
- Hinds Community College, 1997
- Licensed in Life, Health & Accident Insurance, 2020
Marie came to us with 23 years of experience from a financial advisory firm in Ridgeland, Mississippi. In her role, she’s responsible for overseeing day-to-day back-office operations, supervising our portfolio management software and CRM, bookkeeping, and human resource functions.
In her free time, Marie enjoys taking trips to the beach with her husband and four children and occasionally to New Orleans to enjoy its many food options. She also loves watching her children participate in school sports and clubs.
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TRUE PLANNING CYCLE
Learn more about our holistic approach to helping you achieve financial success in areas such as retirement, investments, taxes, estate planning, and more.
Wealth Management Services
Explore our common sense investment management process, which aims to reduce investment risk while maximizing the potential in your investment portfolio.