Marci   Winkler

Marci Winkler

Client Service Director

Marci is the liaison between clients and financial planners at Cedarwood. Primarily, she oversees account management ensuring all administrative aspects of the financial plan are up to date. Additionally, as Client Service Director she oversees all the Client Service Specialists providing leadership and guidance. At every level, Marci strives to ensure that clients feel like family. She enjoys getting to know clients, hearing what is going on in their life, and being able to help them with achieving their financial goals.

On a personal note, Marci loves getting time to spend with her new grand-daughter and Pilates. They also have a 5th wheel and love to go camping or “glamping” every chance they get. When they get a chance to get out and about in Temple, they like to eat out at Oscar Store.

Marci is married to Mike Winkler owner of Universal Services, a local HVAC business. They have been married 33 years, and have two daughters Lauren and Hailey. Hailey is a Financial Advisor and recently just had their first grandchild, who brings a smile to her face every day. Lauren owns her own business Gallery Salon Suites on West Adams in Temple.