Marta G. O'Brien
Trust and Financial Advisor
Marta is the newest addition to Legacy's professional staff,
having joined our company in November of 2012. Marta earned her
undergraduate degree in marketing and a law degree from the
University of Wisconsin-Madison. Prior to joining Legacy, Marta had
several years of extensive personal trust experience with two large
national trust companies in Madison and Appleton.
Marta and her family have been long-time residents of the
Appleton community. Marta is a graduate of Xavier High School and
is an avid volunteer in the St. Francis Xavier school system where
her three children are currently enrolled.
As a vacationer and seasonal resident of the Waupaca area,
Marta, her husband James and their kids can be found cruising the
waterways by boat in the summer months. While Marta enjoys the
outdoors and feeling the wind in her hair, she leaves it up to her
kids to perform in the water-ski shows. She supports their efforts
by volunteering for the ski club and truly enjoys interacting with
kids of all ages at both the lake and school.
Marta has brought with her an enthusiasm and dedication to
helping her clients manage their financial affairs. Her experience
and engaging personality are a delight to her clients and
colleagues, and she has immediately become a valuable asset to the
You can contact Marta at 920.967.5071 or email@example.com.