Marci Winkler

What is your favorite vacation you have ever been on? 

We went on a family vacation to Colorado. We went white water rafting, rode ATVs in the mountains, went snowmobiling, and got in the hot springs. I think what also made it so special was that we usually do the beach vacations and this was the first time to try something different. We had the best time!

In my free time my favorite thing to do is....

I love to spend as much time with my kids and grandkids as possible.

What did you want to be when you were younger?

When I was little, I flew a lot to go back in forth between my mom's and dad's houses. I always wanted to be a flight attendant because I thought they were all so beautiful and so nice.

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 granddaughters and do pilates. They also have a 5th wheel and love to go camping or “glamping” every chance they get. Marci is married to Mike Winkler and they have two daughters, Lauren and Hailey.