Marcie Thompson

Financial Advocate PHONE AND FAX NUMBERS Phone: (715)848-8110 1-800-950-8110 Fax: (715)848-2648 Email: Marcie Thompson

PROFESSIONAL RESPONSIBILITIES:

• Marcie works to assist new and existing clients with retirement and financial planning based on objective analysis of each client's unique circumstances. Marcie also provides clients with professional guidance with regard to tax related investment concerns.

PROFESSIONAL EXPERIENCE:

• Marcie is a Certified Public Accountant with over five years of public accounting experience. Additionally, Marcie worked in the banking industry for over eight years.
• Marcie is a member of the American Institute of Certified Public Accountants. She serves as Vice President and Advisory Committee Member of the Woodson YMCA Gymnastics Program. Marcie also serves as Finance Committee Member for the Wausau Community Theatre. She is past Treasurer for the Stettin Elementary School PTO.

EDUCATION:

• Marcie graduated from the University of Puget Sound earning a Bachelors of Science degree, Honors in Accounting, Magna Cum Laude.
• Marcie graduated from the Tacoma Community College earning an Associate in Arts and Sciences degree.
• Marcie has been licensed as a Wisconsin Certified Public Accountant since 2001.