As Mark’s Administrative Assistant, Marcella is responsible for keeping track of and organizing Mark’s office schedule. Marcella is the first point of contact through the client services team. She is often the friendly voice you will hear when calling us.
Marcella’s passion is client contact and service. She makes sure all requests are handled in an expedient manner. Marcella updates clients’ personal and confidential information within the home office data base, all investment companies and our contact management program. Marcella is also responsible for the planning and coordination of our various client functions.
Marcella is married to her husband Joseph. She is the proud mother of three daughters. She is also a member of the quilting group and enjoys sharing her completed projects with her family.