Marsha joined Sumnicht & Associates, LLC in March 2014. As the Manager of Operations, Marsha provides leadership in operations and client services. She assists the Firm’s advisors by providing improved processes and assuring quality client service and support. Marsha leads the Compliance team and coordinates policies, procedures and processes with compliance.
Marsha has over 18 years of leadership and management experience with an emphasis on operations, financial performance, and continuous process improvement.
Marsha graduated magna cum laude from Weber State University, Goddard School of Business and Economics with a Bachelor of Science degree in Business Administration.
email@example.com | 920-257-5166