Marcy Volpe, MBA, CRPS®

Education: MBA from Golden Gate University

As a Retirement Plan Advisor, Marcy leads client relationships, providing proactive client service in all phases of 401(k) administration management. Her primary focus is to support the Plan Sponsor/Retirement Plan Committee by providing fiduciary and plan design guidance while supporting resolution to complex and challenging technical issues. Marcy also supports plan sponsors in evaluating plan metrics such as employee participation, deferral rates, and investment diversification as part of an ongoing effort to enhance the retirement plan experience for participants.

Since joining Modern Wealth’s Company Retirement Plan Team in July 2026, Marcy has helped bring enhanced focus and transparent group retirement plan experiences that help reduce management challenges for sponsors and participants. By combining advisor workflows with modern technology, Marcy is enthusiastic about helping clients experience clearer governance and a high level of participant engagement, which may contribute to stronger oversight of their qualified retirement plans.

Additionally, Marcy enjoys assisting Modern Wealth advisors to understand the direction of the financial industry. She wants them to realize that the qualified plan business is no longer ancillary and that it is a very important part of their business practice, now and in the future.

Marcy started in the industry as a client service administrator in a wealth planning advisor office, then progressed into 401(k) plan consulting and recordkeeper integrations. Prior to arriving at Modern Wealth, she spent a decade leading advisor-facing process initiatives, building workflows for 401(k) administration, and managing plan implementations that connected advisors, recordkeepers, and plan sponsors. That mix of advisory experience and process delivery shaped her approach to practical, scalable solutions.

Most recently, Marcy was affiliated with LPL Financial, with prior positions at Cambridge Research, a local 3(38) advisory firm and First Allied Securities. In addition to serving as a Retirement Plan Advisor on Modern Wealth’s Company Retirement Plan Team, Marcy is a member of the National Association of Plan Advisors (NAPA).

Marcy lives in Phoenix, Arizona, with her husband Robert. Weather permitting, they spend time outdoors, energetically cook together on weekends, support each other’s activities and share general curiosity about world events. It is very important to Marcy to nurture authentic relationships so she can support her family’s well-being and continue to grow personally, allowing her to serve others with clarity and care.

As a self-proclaimed cultural foodie, Marcy revels in cooking and pairing the recipe with fine wines. She also enjoys morning hikes in the Sonoran Desert, reading the classics and when she’s not doing any of these activities, you will find her stretched out on a reformer in a Pilates class! These ventures help her recharge, stay creative, and enthusiastic about the future – personally and professionally.

Marcy is also passionate about philanthropically supporting local and national cancer initiatives, particularly single parent challenges and hospice care. Marcy focuses her Phoenix community work on patient support, caregiver resources, and programs that improve quality of life during serious illnesses. She’s a proud member of Women in Philanthropy, Phoenix Friends of the Arizona Cancer Center, and the Cancer Wellness Community of Arizona.