Marci Rogers is the first person you see when you arrive at our office, and her caring nature and driven personality ensure every client’s needs are met. She’s been known to receive flowers and thank you cards over the years from clients who are grateful for her kindness, efficiency, and excellent follow-through. She brings several years of administrative experience, customer service, and even time spent as a registered medical assistant.
Her duties include answering the telephone and scheduling appointments. And for all annuity and life insurance clients, she’ll process and submit applications, set up profiles and create folders, and have client forms ready for them when they need to update beneficiaries or take retirement withdrawals.
Marci is also in charge of securing dates and venues for the firm’s educational workshops, preparing the meeting materials, and confirming attendees before the meeting and upon arrival.
She currently resides in Sand Springs, Oklahoma, with her husband and daughter. When not spending time with family and friends, she enjoys playing on her co-ed church softball team and playing basketball.