Marjorie joined Aegis Retirement Partners in August 2024. She comes with nine years of experience in the financial industry, including three years working in client services at two large 401(k) recordkeeping organizations. She has held roles in the areas of wealth management, retail, and non-profit. In addition to her financial background, Marjorie is a classically trained clarinetist who has performed in several professional bands and orchestras.
Marjorie earned the Retirement Plan Fundamentals (RPF) Certificate in April 2023 and is currently studying to obtain her Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA).
She holds a B.M. in Music Performance from the University of Florida and an M.M. in Music Performance from Northern Illinois University. She completed additional graduate coursework from the University of Iowa, where she served as a teaching assistant in the School of Music.
Marjorie currently lives in Indianapolis with her husband Nik and rescue dog Oscar. In her free time, she enjoys cooking, biking, and going to antique malls.