Meet Marjorie

CPA, CTC and Chief Creative Innovator

Marjorie's Another Artwork

Marjorie At The Gallery

Who says accountants can’t be creative? If they say that, they haven’t met Marjorie! She is an Award-winning Colored Pencil Artist. She can apply that same creativity to tax planning and helps clients reduce their taxes in ways they never knew they could.
Her knowledge of business and growth strategies for entrepreneurs also includes things like helping them plan for life events such as retirement or college.

She’s even helped businesses like North Texas Emergency Communications Center implement and prepare to serve the community.

Marjorie is passionate about helping small business owners achieve more than they ever thought possible and give them back time to spend with their family and doing what they love.

Marjorie practices what she preaches! She has built a business that can operate from anywhere and in a flexible work environment. She likes to travel throughout the country with her husband in their RV.

Qualifications:

  • Hold a CPA license in Texas and Florida
  • Certified Tax Planner
  • Built and Successfully sold a business in Grand Rapids MI
  • Past Treasurer of the First of America Golf Classic (Senior PGA Tour Stop)
  • Graduated from Stetson University
  • Past President of DFW Chapter Colored Pencil Society of America
  • Proud Mother of an awesome college student!