Meet your financial specialists.
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
CERTIFIED FINANCIAL PLANNER™
Leadership & Community
CFP® Professional Member, Financial Planning Association (FPA)