The dedicated staff of Marca®
Life Planning is ready to answer your questions with quality advice on financial life planning, investments strategies, and managing the effects of aging. During 2012, the professionals at Marca®Life Planning managed 194 client relationships with over $65,500,000 in assets and helped over 300 individuals and families create plans for every stage of life.
Our office is located just off Hwy. 280, on Inverness Center Parkway, in Birmingham, Alabama.
Jeanne Carlson Smith President
RLP®, CFP®, RN
Jeanne is one of the nation's leading experts in later life planning and managing the challenges of aging and chronic conditions. Most recently, she earned the prestigious
Registered Life Planner (RLP®) designation. Her career in financial services as a
Certified Financial Planner (CFP®) has prepared her to offer a holistic approach to those seeking security in later life. Jeanne directs strategies that allow her clients the confidence to dream their true passion while prioritizing life events.
With over 30 years of experience in healthcare services, she has long been dedicated to serving older adults. She has experience as a Home Health Administrator, Care Manager and Geriatric Nurse Practitioner. She also pursued additional training and certification as a
Registered Financial Gerontologist.
Her broad scope of experience in healthcare and financial matters enable her clients to achieve a measure of success far greater than simply having money available for life course events. She is a frequent speaker on a variety of topics including planning for the effects of aging and chronic conditions, normal aging changes, and financial planning for later life security.
Jeanne received her nursing degree in 1976 from the University of Alabama in Birmingham and, in 1993, a Master’s degree in Geriatric Nursing from the University of Michigan.
During her college days, Jeanne made extra spending money by typing term papers (with a Smith-Corona typewriter) for 50¢ a page.
CFP®, CLTC, CRPC
As Associate Advisor, Tyler specializes in long-term care insurance planning and is certified in Long-Term Care (CLTC). As a CLTC, Tyler ensures his clients’ long-term care risks are coordinated with programs like Veteran’s Aide and Attendance, Community Living Assistance Services and Supports Act (Class Act), and long-term care partnership programs.
In addition to maximizing Federal and State opportunities, Tyler
uses his knowledge to design plans that consider personal and family
resources along with private insurance. He balances the risk of longevity
and disability with current and future cash-flow needs.
On average, Tyler’s clients are between the ages of 40 and 65 and want to maintain independence, choice, and control as they age. With his experience as a
Chartered Retirement Planning Counselor (CRPC), he
specializes in the pre- and post-retirement needs of individuals while
transforming the retirement planning process into a positive experience.
In May 2014, Tyler earned the Certified Financial Planner designation.
Tyler holds a degree in Finance and Economics from the University of Alabama.
Fun Fact: In his spare time, Tyler plays the drums for events around Central Alabama.
In her role as Practice Manager, Corie is responsible for the day-to-day management of the practice. She draws upon her prior business experience as she provides thought leadership and strategy. She supervises personnel functions for current and future employees and manages workflow by systemizing operations. Additionally, she assists with product development and execution of the Life Planning programs.
In the community, she furthers the Marca Life Planning brand by building relationships with other professionals. Providing the best service possible is a key objective, and potential clients are encouraged to work with Corie to discuss their situation and how to best accomplish their goals. She is responsible for marketing communication, PR, and conceptual design and development of all advertising campaigns and marketing collateral.
Corie holds a double degree in Finance and Mathematics from the University of Alabama.
Fun Fact: Corie was a four year member of the University of Alabama Million Dollar Band.
Community Care Liaison
As Community Care Liaison, Pam fosters a closer connection between Marca Life Planning and the local community. She provides awareness and education on the importance of proper care for the aging population. Pam regularly attends local events and encourages strong relationships with hospitals, senior centers, and churches.
In multiple locations across the Southeast, Pam has experience in various fields of nursing including cardiovascular, intensive care, emergency room, and patient education. She prides herself on serving the community through volunteer work. Currently, she volunteers at UAB Hospital.
Pam gained her nursing degree from the University of Alabama in Birmingham School of Nursing.
Fun Fact: Pam is a past president of the Pell City Garden Club.
With a foundation in business and service management, Leslee establishes and maintains strong relationships with clients by understanding and meeting their needs. Strength in management and a service-oriented mindset allow her to make customer satisfaction a standard instead of a goal. She is responsible for all aspects of client services and acts as a key member of the Marca Life Planning team.
As Service Coordinator, Leslee assists with current care clients on tasks such as scheduling and coordination of caregivers and coordinating vendors. She is responsible for coordination of client meetings and maintains the data integrity of our client software. In addition, she acts as Compliance Assistant and facilitates internal audit procedures.
Leslee holds a degree in Hotel & Restaurant Management from Auburn University.
Fun Fact: While in college, Leslee was able to exercise her passion for food by being chosen as the Southern Living foods editorial intern and had an article featured in Southern Living Weddings.