Marci attended Cleveland State University and Cuyahoga Community College. She has worked at Pension Advisors for nine and a half years (but who’s counting!) and has moved up from Administrative Support to Office Manager. Marci works directly with individual investment clients and provides complete support services to our Client Managers and has her license for Life & Health, Series 6 & Series 63. Marci is married and has two children. She enjoys watching Reality TV (her favorite is the Amazing Race) watching movies (favorite is Top Gun) and spending time with her family. She spent so much time volunteering at her children’s schools people thought she was employed there.
Latest Updates & Information
Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.Read full story here
Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.Read full story here