We are happy to introduce you to the newest member of our team, Marnie Bourne, our Operations Associate. She will be working alongside the advisory, service, and operations teams to help us provide the best experiences for our clients.
Marnie studied economics at the University of Michigan. She worked in New York City and San Francisco for years in a variety of financial roles, including trading and research. Her broad experiences and depth of knowledge will be a great resource to the entire Tobias Financial Advisors team, as Marnie works to continuously improve our processes and systems.
Relatively new to Florida, Marnie is enjoying the year-round sunshine as she cheers her children on at their various sporting events.
Please welcome her to the Tobias Financial Advisors team the next time you’re in the office.