Marie Beckman, CFP®

WEALTH MANAGER & CLIENT RELATIONSHIP SPECIALIST CERTIFIED FINANCIAL PLANNERTM (CFP®)

"As a wealth manager, I help bring order to our clients’ financial lives—both at the macro level of investments, insurance, estate planning and taxes, and at the micro level of household cash flow."

HOW I CAN HELP YOU

Marie focuses on client relationship management, investment strategy and portfolio management.

WHAT MAKES ME KNOWLEDGEABLE

Marie brings more than 30 years of experience in the investment management industry to her role. Before she joined the firm, she was a principal of A. Robert Taylor Financial Advisory Services, and previously she spent 15 years consulting with nonprofit organizations on the development of human and financial resources. Marie received her bachelor’s degree in music performance from Indiana University and her MBA from Loyola University of Chicago. She has also earned the CERTIFIED FINANCIAL PLANNERTM designation from the CFP Board of Standards.

GETTING TO KNOW ME

Marie has served on the Board of Directors of CUBE Contemporary Chamber Ensemble and Haven Youth and Family Services, and she is a chorister with Chicago Master Singers. In addition, she enjoys travel, theater, sailing and spending time with her family.