Meet your financial specialists.

Marcie Nach, CFP®

Financial Planner

Marcie is passionate about helping clients navigate the complexity of their financial lives through a holistic, personalized approach.

By building collaborative relationships to understand her clients’ goals, Marcie strives to integrate financial planning with life planning. She serves as a trusted advocate during transitional moments in life, ensuring a comprehensive plan is in place that allows people to focus on what’s most important to them.

Marcie brings a unique viewpoint to financial planning, which she accomplishs by conducting thorough research to identify options that clients may not have considered. Her specialty lies in coordinating strategies related to retirement planning, insurance, taxes, estate planning, Social Security, Medicare, education funding, elder care, and charitable giving.

Before joining SWP in 2013, Marcie worked for New England Financial as a retirement planner, Aon Hewitt as a Medicare Benefits Advisor, and in the real estate sector as a financial analyst and risk manager. These experiences, combined with her background as a teacher, form the foundation of her work and she gets the most satisfaction from educating and empowering those who rely on her for advice.

Marcie holds an M.B.A. from the Kellogg School of Management at Northwestern University and is known by her colleagues as a “connector” — someone with a deep network of professional contacts that can be leveraged when clients are facing especially unique financial challenges or opportunities.

Living in Chicago’s North Shore area with her husband, she loves all things summer – gardening, golf, tennis, and walks in the Chicago Botanic Garden.  A favorite activity is planning memorable outings for her family and friends.


Certificate in Financial Planning, Northwestern University’s School of Continuing Studies
MBA, Northwestern University’s JL Kellogg Graduate School of Management
BS in Elementary Education, University of Illinois Urbana-Champaign

Professional Designations


Leadership & Community

CFP® Professional Member, Financial Planning Association (FPA)

Office Location

Deerfield, IL


Financial Planning
Inheritances – Is Equal Always Fair?
My friend has an aunt who is a widow with two adult sons with very different financial situations.  One son recently sold a business for a large sum and has in-laws that are very wealthy and own multiple homes.  The other son has a more traditional job and he and his wife provide financial support to her parents.  Despite her sons’ different circumstances, this widow feels very strongly that her assets should be divided equally if anything happens to her.  That is the best decision for their family. 
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Data Security
How to Protect Your Checking Account From Identity Theft
Protecting yourself from identity theft is like playing a game of whack-a-mole. As soon as you take steps to safeguard yourself from one issue, up pops another. And you aren’t alone in this struggle; this is an unfortunate reality of the modern world that we all must manage. It seems that the latest threat involves checking accounts. In the last few months, an alarming number of friends, clients, and relatives have reported that their checking accounts have been hacked and funds have disappeared. For one friend, it happened twice within two weeks.
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Financial Planning
Filling Your Prescriptions For Less
Has this ever happened to you? I went to pick up a prescription from a large pharmacy chain, and they told me that my insurance no longer covers that medication, and the out-of-pocket cost will be $160. Standing there trying every discount I could find on various apps, I managed to reduce the cost to $130. Knowing that I was researching this topic, I did not fill the prescription and went home to apply my research to a real-life situation.
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