The Significance of the Fiduciary Standard The term “fiduciary standard” frequently arises when discussing financial management, representing the pinnacle of responsibility and ethical conduct. Unlike a salesman who bears no legal obligation to ensure a buyer’s suitability for a particular product, a fiduciary faces many stringent obligations. A fiduciary is a professional designated to manage […]
Marta O’Brien joined Legacy in November of 2012. She holds a Bachelor of Business Administration degree and a JD 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. As a seasonal resident of the Waupaca area, Marta and her children 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.