Financial Wellness for Your Team

We brought Marcia in to work with our 2026 intern cohort, partly as orientation and partly to give them a grounding in personal financial discipline before they start earning. She handled a small, mixed group well: our interns are on very different tracks, one in trust and corporate administration and one in marketing, and she found a way to make the material land for both. They came out of it engaged rather than lectured at, and both asked when they could speak with her again. For a firm that takes its onboarding seriously, that is the outcome you are looking for.

Marcia and I trade thoughts often, and I have come to rely on her read. What sets her apart is that she works at the level most people actually live at. I spend my days on trusts, cross border structures and institutional capital, and none of that helps a household AXB-APL-2026-WEB-01 · Prepared 21 August 2026 · Page 10 or a small business owner who has never been shown how their own money behaves. Marcia does that work, and she does it without condescension, which is rarer than it should be. I have not been a client. I have simply found her counsel consistently sound, and I say so as someone who is paid to be sceptical of advice