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Marci Adams

Marci Adams

Client Services

Marci assists our clients with scheduling appointments, daily requests, and operational tasks.  Her attention to detail and easy going demeanor makes her an asset to the team.

Marci has a Bachelors Degree in Public Administration from San Diego State University.  She has a diverse resume with a background as an Institutional Equity Trader and most recently an Independent College Advisor.  Her collaborative experiences help her to understand the nature of the financial business and the unique needs when it comes to the planning process for many of our clients.

Marci is a California native and has lived in the Bay Area for most of her life.  She is married and has two (almost) grown girls and two King Charles dogs. In her spare time, she enjoys reading, walking with friends and visiting Lake Tahoe.