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 Innovation Dr.
Milwaukee, WI

Tel: 414.259.6771



Areas of Focus

  • Strategic planning - Facilitation, plan development, guidance, and implementation
  • Strategy related to mergers, acquisitions, sales, and liquidations
  • Technology integration and implementation strategies
  • Coaching, mentoring, and performance management
  • Organizational development and operational reviews
  • Regulatory enforcement action remediation strategies
  • Management and organizational assessments
  • Change management strategy and implementation
  • Interdisciplinary process management


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

Senior Manager

Marcie Bomberg brings over 20 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 into her clients’ future planning.

Professional Memberships and Activities

  • Marquette University Blockchain Lab - Advisory board member
  • University of Wisconsin-Madison, Graduate School of Banking - Faculty member
  • Regular speaker and panel participant in multiple educational forums