Marcy joined Allen-Kramp Wealth Management in 2022, bringing more than 25 years of financial experience to the team. She holds her Series 6, 63 and 65, as well as her insurance license. She has a passion for helping clients with their financial goals, while getting to know their individual stories.
Marcy is an experienced banker and started in the financial world after raising her two children who are now grown.
In her free time, Marcy enjoys attending church and spending time with her two grandsons in Florida.