Join us to discover your investment personality and explore the potential benefits of applying lessons learned from behavioral finance to your financial life.
Behavioral finance can help you by taking into account not only your objectives but also your investment approach, mindset and purpose. Understanding investment personality can help you to:
• Better guard against emotional reactions to volatile markets
• Better define the value and potential benefit of investing
• Better position your investments to help you pursue your goals
Speakers: Marcia M Mazingo, CDFA®, CPFA,Vice President,Senior Financial Advisor and Susan (Susi) Knight, CRPS®, CPFA, C(k)P®, Vice President, Senior Consultant, Retirement Benefits Consultant
Marcia M Mazingo, CDFA®, CPFA,Vice President,Senior Financial Advisor
Marcia began her financial services career with Merrill Lynch in 1993. As a Senior Financial Advisor with VMT Wealth Management, Marcia oversees the personal financial affairs for select individuals, as well as businesses in the Greater Houston area. Client driven needs for financial planning include estate & trust services, personal retirement strategies and business consulting. She is actively involved in the autism/special needs and engineering community.
Marcia has a holistic approach to assisting clients with personal wealth management. Through formal financial profiling, organizing financial documents and identifying financial goals and objectives, she strengthens her team’s service model. She is distinctly qualified to help clients navigate the path of building and protecting their legacy. She holds the Certified Divorce Financial AnalystTM designation.
Marcia earned a Bachelor of Arts degree from Kent State University in 1992. She is involved with St. Ignatius Loyola Catholic Church, Kent State University Alumni and Endowment, Our Lady of the Elms High School, The Parish School, Conroe Noon Lions Club, and Women’s Energy Network. Marcia resides in Houston with her husband, Tommy and their children Madeleine and Thomas.
Susan (Susi) Knight, CRPS®, CPFA, C(k)P®, Vice President, Senior Consultant, Retirement Benefits Consultant
Susi is a Senior Consultant, Vice President and Retirement Benefits Consultant at Merrill Lynch. As a founding partner of Truscott, Knight & Associate, Susi oversees client relationships and spearheads initiatives in support of the holistic approach to meeting clients financial needs. Susi holds an MBA and BBA from the LeTourneau University. Susi is a Chartered Retirement Plans Specialist SM, Certified Plan Fiduciary Advisor and Certified 401(k) Professional. Susi holds a Series 7 FINRA Registration and is licensed to do general insurance business in Texas.
Susi is active in the community, serving serves on several nonprofit boards, including Women’s Resource of Greater Houston, is on the advisory board of Anti-Defamation League Houston and is chair of executive events for Women’s Energy Network. Susi was born in the UK, was raised in Argentina and South Africa and has extensive travel experience. She lives in Midtown with Biscuit, her toy poodle.
Simply put, Susi helps clients to answer the question, "What would you like the power to do."