Financial Advisor
.
Hi, I’m Marci. I’ve been a Financial Advisor for 25 years. I love meeting new people, building relationships, and seeing their dreams come to fruition. You’ll see my values of faith, family, competition, autonomy, and adventure come to life in both my work and home life.
I’ve been married to my husband, Brian, for 28 years. We have three daughters—two who are in college and one who is in high school—all of whom are involved in extracurricular activities. My girls, their busy schedules, and our animals keep me busy, especially the newest addition to our family—our dog, Pumpkin.
In my free time, I love traveling with my family and enjoy serving in a variety of areas at St. James Lutheran Church.
At Generational Wealth Advisors, our mission is to help you live and leave a legacy in your faith, family, and finances. Through maximizing the unique strengths of our support staff and advisors, we strive to provide concierge-level customer service to every client.
As our name suggests, we love working with your family! Our team excels in helping clients and adult children who need a well-thought-out legacy strategy for families and charity, We can also equip you in preparing for and navigating wealth transfer conversations between generations, and are happy to review adult children's finances to ensure they are prepared to receive wealth transfer.
Our Values:
Service - We place importance on serving our clients and communities with integrity, quality value.
Excellence - We continually pursue the highest level of team standards, customer service, and character.
Faith - We do our best to be good stewards of our time, talent, and treasure as we put our Christian faith into action.
Family – We live to leave a legacy of love within our families for generations to come.
Community – We strive to engage our communities in a way that makes them better places to live, work, and raise families.
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arkansas(Insurance Lic. #7088401)
- Florida
- Michigan
- Nevada
Insights
Office location
Whitehall Location
124 S Mears Ave
Whitehall, MI 49461
Phone231-894-8886HoursWhitehall, MI 49461
Monday – Thursday: 9 a.m. – 4:30 p.m.
Friday: 9 a.m. - noon
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations