Phone 856-751-1771

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Marie started as an Administrative Assistant In 2002.  Her role quickly changed to Executive Team and Client Services Coordinator. She now helps with special projects and is a key asset to the support team for all the knowledge and experience she has gained. She also coordinates all workflow among the support team to help ensure an even workflow and constant communication between the sales team and support team. Marie assists with plan design, plan implementation and ongoing administration of their retirement plans.