Marcia Morgan

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Marcia Morgan

Director, Client Advisory Services

 720.200.7027
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  • Overview

    Marcia oversees client services for CBIZ MHM Colorado Clients and is a leader in our National Advisory Services. She has more than eight years of experience in financial services and 20 years of business advisory and consulting. Marcia draws from over 100 financial service offerings including tax, advisory, and attest services to solve client’s needs. She leverages CBIZ & MHM’s national practices and expertise in areas such as Cost Segregation, R&D Credits, Construction Cost Review, State and Local Tax, Information Security, Risk Advisory, White Collar Crime, Valuation and Transaction Advisory. Marcia works with business owners, CFO’s and financial executives to in an advisory capacity. She has extensive experience with private equity, real estate, healthcare, telecom, technology and SaaS as well as industry experience with construction and service industry clients.

    Marcia has obtained her Certified Exit Planning Advisory (CEPA) designation.

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