RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Marci Souvenir
Client Services Support
Marci has more than 25 years of Client Services experience across the Wealth Management and Tax sectors. She strives to provide outstanding service to advisors and clients and truly values building lasting relationships. She grew up in Southern California but has lived in the Portland, OR area for the past 20 years. In her free time, Marci enjoys spending time with her family, two dogs and keeping an active lifestyle.
