Working in conjunction with other trusted advisors, it’s imperative to Marcia to make complex financial matters easy to understand and implement. She encourages her clients to focus on their long-term plans rather than short-term movement in the market and gains satisfaction knowing they’re on the right path to realizing those goals.
Marcia earned her degree in Business, with a concentration in Finance from Indiana University. She is a Certified Financial Planner™ professional as well as a Certified Divorce Financial Analyst®.
Marcia has 20 years of experience in the investment industry. Prior to joining Stock Yards Bank & Trust, she was a partner at a southern Indiana based, independent wealth management firm where she provided investment management as well as comprehensive financial planning services.
Marcia is a southern Indiana native and currently resides with her family in Charlestown. She is a sustaining member of the Junior League of Louisville and is a graduate of Leadership Southern Indiana. Much of her leisure time is filled with attending her kids’ activities. She also enjoys traveling and spending time outdoors.
Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.