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A wealth management firm only succeeds if the people running it do things for the right reasons. |
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Penny Marx
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Reliable, personable and detail-oriented are just a few words to describe Penny Marx in her role as office manager at Cartier Financial. A member of the team for 20+ years—and founder Tim Cartier’s sister—Penny has a true passion for providing excellent service to her clients. She enjoys the one-on-one time she spends talking and meeting with them, as every client is treated like a family member.
Penny prides herself on the great relationships she holds with all her clients and is very much a multi-tasker when it comes to her responsibilities in the office. She speaks with clients, talks with carriers and helps her team members in any way she can. She loves talking to the clients—most who have known her for decades—being there for them, and ensuring they’re taken care of.
Outside of the office, Penny enjoys being active, fishing and hiking. She also makes it a priority to spend time with her family including her husband Karl, her son Nick and his wife Lauren, their daughter Lilly and her other son Garrett, his wife Jessica and their twins, Easton and Payton.
Penny prides herself on the great relationships she holds with all her clients and is very much a multi-tasker when it comes to her responsibilities in the office. She speaks with clients, talks with carriers and helps her team members in any way she can. She loves talking to the clients—most who have known her for decades—being there for them, and ensuring they’re taken care of.
Outside of the office, Penny enjoys being active, fishing and hiking. She also makes it a priority to spend time with her family including her husband Karl, her son Nick and his wife Lauren, their daughter Lilly and her other son Garrett, his wife Jessica and their twins, Easton and Payton.
