Helping Clients Feel Heard, Helped, and Taken Care Of
My name is Marietta, and I'm the Client Service Specialist for the Coastline Hudson team. I work alongside Jamie and Chantel to make sure the experience you have with us is smooth from start to finish.
Day-to-day, that means handling paperwork, account updates, money movement, follow-up calls, and the behind-the-scenes details that keep things moving. But it also means being available to you: answering questions, tracking down information, and making sure you always know where things stand.
What matters most to me is that you feel heard and helped. Whether I can take care of something directly or get you connected to the right person on our team, I want you to feel confident that someone is on it.
Making the Client Experience Feel Easier, More Organized, and More Personal
Helping Clients Feel Comfortable Through Every Step
A smooth client experience is often built through the little things: clear communication, organized paperwork, timely follow-up, and a familiar person who knows where things stand. My role is to help clients understand what is needed, what comes next, and how our team can help move things forward.
One Step at a Time
When something feels complicated — paperwork, account changes, beneficiary updates, new accounts — I help break it down into clear, simple steps. You'll always know what we need from you and what happens next.
A Person, Not a Process
You shouldn't have to wonder who to call when you have a question. I'm here to be that person: someone familiar, easy to reach, and genuinely invested in your experience with our team.
Follow-Through You Can Count On
Good service doesn't end when the meeting does. I track outstanding items, communicate updates, and follow through on the details so you don't have to chase anything down.
Simplifying the details
Making the Behind-the-Scenes Work Feel Seamless
A lot of what I do happens in the background and that's the point.
When you leave a meeting with Jamie or Chantel, there's often a list of things that need to happen next: forms to process, accounts to update, documents to track down. I'm the one who makes sure that list gets worked through, so you're not left wondering what's being done or when.
I've found that people feel a lot better about the process when they know someone is actively following up, not just waiting for them to call back. That's how I try to work. If something is outstanding, I'll reach out. If something changes, I'll let you know. If you're not sure what you need, I'll help you figure it out.
Coastline Hudson
Jamie Grupe
Certified Financial Planner®
Chantel Luke
Financial Advisor
Rebecca Huth
Client Concierge
Janice Narlock
Operations Specialist
715-386-5104
Give Me a Call
Let’s Make This Easier Than You Think
You don’t need to have everything figured out before reaching out. Whether you’re just getting started or looking for a better way to understand your finances, I’m here to help you take the next step—at a pace that feels right for you.
Visit Our Hudson, WI Office
Address:
86 Coulee Road
Suite 100
Hudson, WI 54016
Phone: 715-386-4100
Office Hours: 8 am to 5 pm (Monday - Friday)