Our team

President & Ceo

KASIA MARCZYK - CfP®, CRPC®, CDFA®

Kasia strives to help high-net-worth individual and business clients to gain better control of their finances as well as help them achieve their goals. Her primary focus is to create a trusting relationship that provides comprehensive financial solutions specific to her client’s needs.

Client Service Associate / Relationship Manager

Louise Manning

Louise joined Anchor Wealth Management Group in 2019 where her responsibilities include daily office management, assisting clients with all their service needs and relationship management.

P & C Agent

*Sarah Crockett - Casual insurance Group LLC

Sarah strives to provide her clients with best customer service, starting with the initial policy, through renewals and changes and policy updates. She is committed to serving her clients with professional advice and a portfolio of business and personal insurance products, that fit their specific needs.

* Casual Insurance Group LLC  and Anchor Wealth Management Group LLC are unaffiliated.

P & C Customer Service Representative

*Karen Torres - Casual Insurance Group LLC

Karen joined the team in May of 2018. She has been working in the customer service industry for 8 years and provides exceptional policy service to our many clients. Karen’s duties include, but are not limited to, handling our personal lines customer accounts, insurance certificate requests, and servicing for our commercial clients.

* Casual Insurance Group LLC  and Anchor Wealth Management Group LLC are unaffiliated.