Meet Marla Roeser
After 18 years in the financial services industry, regulating for the SEC and advising private wealth management firms on regulatory compliance matters, I realized something was missing. My work was too focused on entities and not focused enough on working directly with clients to help impact their lives. I understand the life of a busy family. It’s easy to let critical family matters like an estate plan slip through the cracks. By turning my expertise and focus towards these families, I am able to help clients get their estates in order, allowing them to focus on what really matters.