Marie Powell
Client Concierge

With over 20 years of expertise in client relations and marketing, Marie Powell has worked in several professional fields such as hospitality and event planning, retail, and family law.

Marie is always focused on learning our clients’ stories to help them ask better questions and develop a financial philosophy based on their unique perspectives. Thanks to her Southern heritage and background in hospitality, it’s engrained in her DNA to personally take interest in our clients’ experiences and do everything possible to help them succeed. Marie’s own dynamic experience enables her to understand a diverse range of clientele and work to address their unique concerns. 

In her spare time, Marie enjoys cooking and tackling projects with her daughter, discovering local Arizona restaurants, and working in her garden.


Let us help you navigate the complexities of business and life.