Your Team

Marcia brings over 36 years of experience in the financial services industry, with a career grounded in wisdom, adaptability, and an enduring passion for helping clients thrive. Originally from Montana and a graduate of Colorado College, she resides in Rancho Mirage, California, where she continues to make a meaningful impact in the Coachella Valley. For the past 20 years, Marcia has been part of a close-knit, collaborative team that values differences, encourages fresh perspectives and frank communication, but does not shy away from having a sense of humor. She believes that great teamwork—built on mutual respect and trust—translates directly into better client experiences. As a CERTIFIED FINANCIAL PLANNER® professional, she is dedicated to serving her clients’ best interests today to prepare them for a more secure tomorrow.

Marcia’s dedication to helping clients has earned her a spot on Forbes’ list of Best-In-State Woman Wealth Advisor for 2025.

Outside the office, Marcia enjoys spending time with her husband, Anthony, while they stay active, enjoying sports, and debating geopolitical and economic developments. Marcia’s infinite curiosity and thoughtfulness is a proven dedication to all she does.

Valerie was born and raised in the Coachella Valley and has deep roots in the community she proudly serves. She began her career in the financial services industry in 1996 and since has earned her Series 7 and Series 63 licenses. With nearly three decades of experience, Valerie is driven by a genuine love for helping clients navigate their financial journeys and achieve their goals.

Outside of work, Valerie enjoys a full life with her husband, Desmond, and their two teenagers. You’ll often find her spending time with family, trying new recipes, and unwinding with a good book or movie.

Laurie is a proud Palm Springs native with a career in financial services that began in 1997. Over the years, she has earned Series 7, Series 63, Series 9, and Series 10 licenses and has gained reputation for her attention to detail. Laurie’s true strength lies in her ability to connect with clients on a personal level. She takes the time to understand their unique goals and priorities, offering support for each individual’s situation. Laurie is proud to work alongside Marcia and Valerie and feels blessed to count them as friends.

In her personal life, Laurie and her partner, Brian, enjoy traveling and spending time with family.