Founder, CEO & President

Director and Senior Wealth Advisor

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Zoe Raises $30M in Series B Funding

Sageview backs $30m Series B for WealthTech disruptor Zoe

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management

Client Service Associate

Mariner is a wealth advisory firm dedicated to providing exceptional client service. The Client Service Associate plays a vital role in building and maintaining client relationships, ensuring a positive client experience while managing various administrative tasks.

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