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Family: Marcy and Michael Srulowitz have twins, a boy and a girl, and they love exploring new adventures together as a family.
Duties & Responsibilities at Teamwork: Marcy works as administrative assistant to her husband, Michael Srulowitz. She joined the firm in 2019 to manage his and his clients’ scheduling and assist in client support.
Background: Marcy worked in the medical field until her husband made the jump from high school math teacher to financial advisor. She was then fortunate enough to be a stay-at-home mom for the first two years with their newborn twins. Four years later, the opportunity presented itself to work alongside her husband as his administrative assistant.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!
By contacting us, you may be offered information regarding the purchase of investment and insurance products.