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We’re celebrating the third year of our summer internship program with three interns! Please join us in welcoming Joshua Brackeen, Michael Guaman, and Colton Owen.
Joshua and Michael are joining us from Texas Tech and Colton from Texas A&M, all of them focusing on Personal Financial Planning. Just a few days in and they are hitting the ground running.
We are looking forward to seeing what these bright young minds can do!
Marie Villard
As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance to firm communications.
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