Get to know:
Dee prides herself on providing the highest level of support to clients and assisting her colleagues in any way possible. She enjoys and excels at working through tasks that require extreme attention to detail.
Dee fills a crucial back-office support role for Marshall Financial Group, in addition to the paraplanner duties she performs for her clients. She acts as our Schwab liaison and oversees account paperwork processing and movements of money. Additionally, she is a backup trader for the office.
Dee is currently enrolled in the Investment Adviser Certified Compliance Professional Program (IACCP), which provides foundation knowledge for the rules and regulations required by investment advisers. She also provides support to the Chief Compliance officer.
Dee lives in Perkasie with her son Barret and her cat Kiwi. When not at work, she can be found traveling, hiking, or logging miles on her bike.