Marjorie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. In addition to these areas, Marjorie also specializes in divorce financial planning and is passionate about helping women impacted by divorce find financial peace of mind.
Marjorie brings to her clients 9 years of experience in the financial services industry. Prior to joining Creative Planning, she served as a Senior Wealth Advisor at an independent investment advisory firm in Atlanta, where she developed an in-depth knowledge of serving clients with comprehensive wealth management.
Marjorie earned a Bachelor in Business Administration with a concentration in Accounting from the Brenau University. She is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Certified Divorce Financial Analyst® professional as certified by the Institute of Divorce Financial Analysts.
Marjorie grew up in Pretoria, South Africa, and moved to Georgia in 2001. She now lives in Brookhaven with her husband, Adam, and their daughter, Susanna. Outside of the office, Marjorie enjoys running both half and full marathons, traveling, and volunteering. She serves on the Young Professionals Advisory Council for The Drake House and is an active member of the Financial Planning Association and Sandy Springs Perimeter Chamber Women’s Business Network.