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Marie seabury CFP ® | Senior Financial Planner
"We are continually expanding our knowledge base to take advantage of all opportunities that help meet our clients’ needs."
Marie joined us in 2005. Currently, as our Senior Financial Planner, Marie is responsible for helping to mold the future wishes of our clients into a tangible, interactive planning matrix. She has mastered the intricacies of the custom Keeler Thomas planning methodology and its reporting matrix. Estate, Tax, Cash Flow, Retirement…and as necessary, Business Succession and more are all integrated in her planning models.
Marie graduated cum laude from Utah State University in 2004. Marie holds the Certified Financial Planner designation. She also currently holds securities designations of series 7, 63, and 65. She spent several years, prior to coming to Keeler Thomas, as a tax accounting intern with a local CPA firm.