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Overview

Marcie has comprehensive experience assisting attorneys as they plan and administer sophisticated trusts, wills and estates.

Marcie is known for her personal connection with clients, reflective of the boutique legal and financial firms where she coordinated planning for high-net-worth individuals before joining Husch Blackwell’s Private Wealth team. Marcie also has experience as a Trust Officer at a global investment bank and financial services holding company, where she managed a book of 200+ complex trust, guardianship, investment management and agency accounts. Marcie currently assists clients and legal teams with:

  • Document review
  • Education
  • Decision-making and scoping
  • Streamlining complex strategies

Early in her career, Marcie quickly became the indispensable team member who colleagues called on for support with estate planning matters as well as day-to-day office management tasks and mentorship. She continues to be the detail-oriented and devoted person who enjoys finding answers to client challenges. She is appreciated by attorneys, individual clients and companies of all sizes for her ability to collaborate, communicate and find creative solutions for the most sensitive obstacles.


Industry

Services

Education

  • B.A.A.S., Texas A&M University-Commerce
    • Organizational Management and Leadership
    • magna cum laude
  • A.A., Collin College
    • Paralegal Studies
    • magna cum laude
Experience
  • On behalf of trust beneficiaries, coordinated with specialty asset managers to facilitate soil cultivation, crop maintenance and harvesting of timberland acreage in coordination with forestry best practices for financial optimization of specialty asset.
  • Served on trust administration team that honored grantor's intent to have intellectually disabled adult child who resided in assisted living facility spend as much time as possible with siblings by identifying solutions in order to distribute funds for visitation accommodations.
  • As Trust Officer at global bank, managed trust, guardianship, investment management and agency accounts with assets under management (AUM) of more than $40M.
  • Worked closely with clients and attorneys to draft estate planning documents – to include wills, revocable and irrevocable trusts, special needs trusts, life insurance trusts, financial and medical durable powers of attorney, living wills and healthcare directives – that best fit their personal needs and wishes.
Outside the Office

Marcie is a one-time farm girl who now enjoys farm-to-table dining.

Marcie grew up on a three-acre working farm in a small town in the state of Washington. She enjoys returning whenever possible to visit her sister and cheer on the Seattle Seahawks. Marcie also leads the way as she and her husband explore Dallas’ new restaurants and adventurous cuisine of all kinds.

Community Leadership

Marcie is a devoted advocate for abandoned and homeless dogs.

Collaborating with Cane Rosso Rescue, Marcie and her husband currently make their home with three beloved rescue dogs, Linux, Harley and Arthur. All three canine family members encountered significant neglect or abuse and resulting health problems – including broken bones, distemper and visual impairment – before finding their forever home with Marcie.

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