Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Marcie Bomberg - Milwaukee, WI
Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226

Tel: 708.522.7161



Areas of Focus

  • Turn strategy into action - Advisory, facilitation, plan development, guidance, and implementation 
  • Organizational transformation in a digital age - Technology integration and implementation strategies
  • Strategy surrounding innovation and growth 
  • Organizational development, management, and operational assessments
  • Drive engagement and performance through quantifying culture and climate while measuring the impact of leaders and managers 


Financial Institutions


University of Wisconsin-Stevens Point
  • Bachelor of science degrees in political science and business administration
University of Wisconsin-Madison, Graduate School of Banking
  • Graduate degree in banking

Marcie L. Bomberg, OCI, OEI

Senior Manager

Marcie Bomberg brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprisewide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, capital planning, and innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations, and financial technology (FinTech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.


  • Organizational Culture Inventory®
  • Organizational Effectiveness Inventory®
  • Leadership/Impact®
  • Management/Impact®

Professional Memberships and Activities

  • Marquette University Blockchain Lab - Chair 
  • Blue and Gold Ventures - Operational Committee Board Member 
  • University of Wisconsin-Madison, Graduate School of Banking - Faculty member
  • Chamber of Digital Commerce - Member 
  • Marquette University Commercial Banking Program - Advisory Board Member 
  • Sought after strategy and innovation speaker and panel participant