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Meet your financial specialists.

Marcie Nach, CFP®

Financial Planner

Marcie is passionate about helping clients navigate the complexity of their financial lives through a holistic, personalized approach.

By building collaborative relationships to understand her clients’ goals, Marcie strives to integrate financial planning with life planning. She serves as a trusted advocate during transitional moments in life, ensuring a comprehensive plan is in place that allows people to focus on what’s most important to them.

Marcie brings a unique viewpoint to financial planning, which she accomplishs by conducting thorough research to identify options that clients may not have considered. Her specialty lies in coordinating strategies related to retirement planning, insurance, taxes, estate planning, Social Security, Medicare, education funding, elder care, and charitable giving.

Before joining SWP in 2013, Marcie worked for New England Financial as a retirement planner, Aon Hewitt as a Medicare Benefits Advisor, and in the real estate sector as a financial analyst and risk manager. These experiences, combined with her background as a teacher, form the foundation of her work and she gets the most satisfaction from educating and empowering those who rely on her for advice.

Marcie holds an M.B.A. from the Kellogg School of Management at Northwestern University and is known by her colleagues as a “connector” — someone with a deep network of professional contacts that can be leveraged when clients are facing especially unique financial challenges or opportunities.

Living in Chicago’s North Shore area with her husband, she loves all things summer – gardening, golf, tennis, and walks in the Chicago Botanic Garden.  A favorite activity is planning memorable outings for her family and friends.

Education

Certificate in Financial Planning, Northwestern University’s School of Continuing Studies
MBA, Northwestern University’s JL Kellogg Graduate School of Management
BS in Elementary Education, University of Illinois Urbana-Champaign

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Leadership & Community

CFP® Professional Member, Financial Planning Association (FPA)

Office Location

Deerfield, IL

Related

Financial Planning
The Benefits of Being a Co-Trustee on Your Parents or Loved Ones Accounts
As we watch our parents (or any other loved one) make that gradual shift from being totally independent to needing help, there are some steps that can be taken to facilitate family involvement.  Even for those of us who have parents who are 100% capable of managing their affairs, it doesn’t hurt to be prepared for an unexpected circumstance. The most common solution for being able to manage our parent’s accounts on their behalf is to have an attorney draft a Power of Attorney (“POA”).  A POA is a legal document that authorizes a person to act on another person’s behalf.  We highly recommend them for everyone 18 years and over, so they can have someone act on their behalf when they are no longer able to make financial or health care decisions.   It creates a fiduciary relationship between the Principal (person who created the document) and the Agent (person named to carry out the instructions).  This is my non-attorney understanding of how it works. 
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Financial Planning
Time to Revisit Your Medicare Part D (Prescription) Plan
This is the time of year when we are inundated with advertisements regarding Medicare.  Most of these messages can be ignored, but we highly recommend that you take a few minutes to shop your Part D stand-alone prescription plan if you are on original Medicare (Parts A & B) and you have a supplement.  You currently have until December 7th to change your Part D prescription insurance plan for the next year.  It is possible that a new insurance plan could save you substantial dollars in 2024, even if you like your current Part D prescription plan. 
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Financial Planning
Inheritances – Is Equal Always Fair?
My friend has an aunt who is a widow with two adult sons with very different financial situations.  One son recently sold a business for a large sum and has in-laws that are very wealthy and own multiple homes.  The other son has a more traditional job and he and his wife provide financial support to her parents.  Despite her sons’ different circumstances, this widow feels very strongly that her assets should be divided equally if anything happens to her.  That is the best decision for their family. 
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