Kathy Marsico

Kathy Marsico specializes in client account services and operations, including but not limited to: account transfers and reconciliations, minimum distribution calculations, college planning, and Social Security planning. She also manages Security and Exchange Commission (SEC) compliance and the reporting department. Kathy is a graduate of Montclair State University with a BS in Business Administration, concentration in Accounting.  She has extensive knowledge in individual taxation and preparation, and is actively involved with VITA (Volunteer Income Tax Assistance Program) in the preparation of tax returns for individuals with financial hardship. Kathy is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and she has also completed the National Association of Securities Dealers (NASD) 66 license.

Kathy is married with three sons and a grandson. She is an avid reader and also a sports enthusiast. She is very active in the community and serves on several charitable and community boards in various capacities.  Kathy has been with the firm since 1996.