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
The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.Read full story here
Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.Read full story here