Mardie joined Soltis in 2020, equipped with a Series 7, Series 63, Series 65, and an Insurance License. As a Senior Advisor, she plays an integral role in delivering wealth advisory services to individual clients. This includes conducting client reviews, crafting comprehensive financial and retirement plans, and overseeing investments. Throughout her career, Mardie has demonstrated a steadfast commitment to serving people, with a particular focus on management and operational excellence.

Prior to her tenure at Soltis, Mardie served as an Advisor for CUSO Financial Services, where she honed her expertise in managerial customer service. Her wealth of experience positions her well to continue providing exceptional service to clients as they work towards their financial objectives.

Outside of her professional endeavors, Mardie finds her greatest success and enjoyment in her two daughters. Together, they share a love for singing, dancing, live music, and cherished family gatherings.