More about Marie

At MVP Holistic Financial Solutions my sole mission is to reduce financial anxiety.

I am in the anxiety reduction business. True peace of mind comes from facing what keeps you up at night and finding realistic solutions. My motto is “service not sales” and if I am not the right fit for you, I will work tirelessly to try to find somebody who is as I have vast network of industry contacts. I pick up the phone, answer emails and will always try to work around your schedule.

I started my career literally in the basement of Riggs Bank in Washington DC and worked my way up to the youngest Trust Officer in the Trust Department. I moved to Los Angeles after the blizzard of 1996 to work at JP Morgan. In addition to my consistent work experience, I have real life experience. I have been married since 2001, and we have two wonderful girls who are now in college. I was the executor of my parent’s estate and helped my husband when he was the executor for his. I know what it feels like to be a full-time working parent while trying to save for retirement and funding college educations. I understand how it feels to start a business after decades working for corporations.

I became an Enrolled agent after many of my clients lamented their current CPAs were either increasing fees and/or retiring. There is a nationwide CPA shortage; many CPAs are unable to continue to take on smaller clients as they are needed for more complex returns. Enrolled Agents have unrestricted practice rights and may represent clients on any matter before any IRS office. I am Chartered Financial Analyst and a Certified Financial Planner. I charge reasonable rates. I also have experience doing independent contractor work for firms in need of my services. Chances are if you have a need with anything related to your finances, I can help you or find somebody who can.