Marcia Morgan

Your Team

 

Marcia Morgan

Director, Client Advisory

 720.200.7027
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  • Overview

    Marcia leads business development for CBIZ & MHM Colorado. She has over seven years’ experience in financial services and 20 years of business advisory and solutions development. Marcia represents over 100 financial service offerings including tax, advisory, and attest services. She leverages CBIZ & MHM’s national practices and expertise in areas such as R&D Credits, Cost Segregation, 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 solve business challenges. Working with other partners such as bankers, private equity, attorneys, venture capital, and investment bankers, she has extensive experience in technology, SaaS, telecom, and media as well as industry experience with real estate, construction, and service industry clients.

  • Education

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