Legacy and Wealth Planning
Marcia is an associate director of Legacy and Wealth Planning in Abbot Downing’s Minneapolis office. She is responsible for providing planning services to ultra-high-net-worth clients, focusing primarily on developing comprehensive, integrated and multigenerational plans for complex cases, cash flow analysis, Abbot Downing Clarity schedules, insurance analysis, analysis of income tax planning issues, and other non-estate planning related issues.
Prior to Abbot Downing, Marcia was a Financial Associate with Lowry Hill where she worked closely with clients in the areas of wealth transfer planning, retirement planning, income tax planning and trust administration. Prior to Lowry Hill, Marcia worked at investment management firms with a focus on retirement planning and wealth transfer strategies. She has over 20 years in the financial services industry.
Marcia earned her bachelor’s degree in business management from Concordia University and her associate’s degree in business administration from Madison Junior College of Business. She has been awarded the CFP® designation.
Marcia lives in Coon Rapids, Minnesota with her husband and their three children.