Affiliations
Service, leadership and recognition
A professional daily money manager providing confidential, personalized services, with a special focus on seniors.
Boards and memberships
- Leesburg Humane Society, Inc.Board President
- Florida Lakes Landowners AssociationFormer Treasurer and Board Member
- American Association of Daily Money ManagersFormer National Board Member and Past President
- American Association of Daily Money ManagersFormer Member, Certification Board
- Shoreline Eldercare Alliance, ConnecticutFormer Treasurer
- Branford Compassion ClubFormer Board President and Current Treasurer
- Brookmeade Condominium AssociationFormer Treasurer
- Society of Certified Senior AdvisorsMember
AADMM Board Legacy Award
In November 2019 the American Association of Daily Money Managers honored Marcia with its Board Legacy Award, recognizing outstanding commitment and service to AADMM's mission and the daily money management profession.
What is a Certified Senior Advisor?
The Certified Senior Advisor (CSA)® designation is earned by professionals who serve older adults, after a rigorous exam and a commitment to high ethical standards. This short video explains what it means for you.
Let's talk about what would help
Every arrangement starts with a conversation. Tell Marcia what's piling up, and she'll explain how she can take it off your plate, in person or remotely.