Financial Advisor in Louisville, CO

Leads Lido’s Colorado team, helping ensure clients are well served by an experienced advisory team while continuing to strengthen Lido’s presence in the local community. She also plays an active role in Lido’s Women’s Wealth Advantage program, championing financial education and confidence for women at every stage of life.

With nearly 30 years of experience in financial services, Marie specializes in client interaction and service for the team, working directly with clients so they can focus on their lives while Lido manages the rest. She strives to create a seamless, personalized experience for every client she works with.

Focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.

Uses analytical skill to help clients achieve their long-term financial goals, guiding them in growing, protecting, and planning their wealth. Drawing on a family-office approach, he focuses on delivering solutions that provide clarity, confidence, and lasting impact.