Check out our top blog posts from December 2022! Click the links below to read any of the articles you may have missed: What Does A Fiduciary Do? A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets […]
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.