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Marj Simpson

Marj Simpson

Account Specialist

Marj Simpson is a Senior Account Manager who works collaboratively with other Account Managers and Advisors, as well as helping our 401k Clients and Individual Wealth Clients.  Her role includes assisting Stacie with Compliance and preparing for the annual Compliance audit, 401(k) Due Diligence quarterly reviews for Stacie and other 401k advisors , and 401(k) Plan Sponsor questions. She has a Series 6 license. Originally from Osage, Marj lives in Cedar Falls, and she has two sons: Spencer and Connor. In her spare time, she checks out live music, goes boating, watches sports, and enjoys good laughs with her family and friends.