Marcie assists clients in taking control of every facet of their financial lives. She helps to determine each client’s needs and coordinates strategies as they relate to: retirement planning, insurance, taxes, estate planning, social security, education funding, elder care issues and charitable giving.
Marcie collaborates with her clients to first identify their concerns and aspirations, and then to craft and carry-out a comprehensive, personalized financial plan. As the progression of life presents ever-changing circumstances, Marcie serves as a trusted resource to help her clients plan for and navigate transitions they encounter. As a former teacher, Marcie is passionate about educating clients on the implications of their different choices and is always there to listen and serve as a client’s objective advocate.
Marcie brings clients a unique skill set as her experience includes insurance, real estate financial analysis and risk management. She joined SWP from New England Financial where she specialized in retirement planning and asset protection, and from Aon Hewitt where she specialized as a Medicare Benefits Advisor. Prior to her completing Northwestern’s certificate program in financial planning, Marcie served in various roles in the real estate industry at Trammell Crow Residential, AMLI Residential, Equity Office and Homart Development.
Marcie lives in Chicago’s North Shore area with her husband, and is happy that both of their sons live nearby. Marcie loves all things summer – gardening, golf, tennis and walks in the Chicago Botanic Garden.
Education
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
CERTIFIED FINANCIAL PLANNER™
Leadership & Community
CFP® Professional Member, Financial Planning Association (FPA)
