Client Service Associate
Maranda is a dedicated military wife and mother of two daughters, with a diverse career background and a passion for helping others. After starting her professional journey in healthcare, she made a successful transition into the financial industry in 2019 while living in Alaska.
Now based in Florida, Maranda has discovered a love for the water, which she enjoys alongside her family during their downtime. She is also an active volunteer at her children’s school, where she contributes to the community and supports educational initiatives.
We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.
In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.