Marcia will bring over 30 years of experience working in financial services and financial analysis to Balanced Wealth Management. She received a B.S. degree in education from Mankato State University, and was with Wells Fargo Company for the majority of her career, including 10 years as Community Bank President in Hastings. Her passion is financial education for clients and lifelong learning. Marcia’s focus on customer service got the attention of the Wall Street Journal, where she was featured in a front-page article regarding building and managing client expectations. Her background includes private and commercial banking experience, investment management, tax, estate, legacy/generational, financial and insurance planning. Marcia has experience in life insurance and annuity products. As a financial consultant, Marcia holds a Series 7, and 66 License.
Marcia and her husband, Lee have lived in Hastings since 1998 and have three children and three grandchildren.