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