Hi, I’m Marcia Campbell, and I’m a CPA. I’ve been doing this for a long time and love it. But let me tell you, for me, it’s not just about the numbers or the paperwork—it’s about people. That’s what keeps me passionate about what I do.

I work a lot with seniors, and I’ve built meaningful, long-term relationships over the years. It’s not just a business to me; it’s about being there for my clients and helping them feel secure and confident about their finances.

A big part of my work is with seniors. I’ve acted as a trustee, helped manage their finances, and handled court accountings. These roles require a lot of trust, and I take that trust seriously.

I love working with seniors because they’re at a stage in life when having someone they can rely on is so important. I get to know them, their families, and their stories, and that connection makes my work so rewarding. It’s not just about solving problems—it’s about making their lives easier and giving them peace of mind.

My business has grown significantly over the years, and most of that growth has come from referrals. Honestly, referrals are the best kind of clients. When someone takes the time to recommend you, it means they trust you and value the work you’ve done for them.

Knowing that my clients trust me enough to share my name with their friends and family is a great feeling. By building relationships and earning that trust, I’ve been able to expand my practice. Those are the relationships that mean the most to me.

Something that helped me grow was getting online. When I created a website and started building an online presence, it opened up so many new opportunities. It allowed me to reach people I wouldn’t have been able to connect with otherwise.

Being online didn’t just help me grow my client base—it also helped me share what I do and show people what I stand for. It’s been a big part of my success, and I’m so glad I took that step.

Why I Partnered with Smith Marion

As my business grew, I realized I couldn’t do it alone. I needed more resources to keep up with the growth and still give my clients the care and attention they deserve. That’s when I found Smith Marion.

What drew me to them wasn’t just their resources or protocols—it was their people. They’re just as passionate about caring for their clients as I am. Pete, in particular, really stood out to me. He’s amazing with clients, especially in estate planning, which I’m passionate about too.

Partnering with Smith Marion was the best decision for me and my clients. It’s allowed me to keep growing while staying true to the personal, relationship-driven service that’s so important to me.

Looking Back on the Journey

When I think about everything that’s happened—the growth, the relationships I’ve built, and the people I’ve been able to help—I feel so grateful. This isn’t just a job for me; it’s my passion.

My clients mean everything to me. Whether I’m helping seniors navigate their finances, working with a family on estate planning, or being someone they can trust, it’s all about making a difference in their lives.

I’d love to work with you if you’re looking for someone who genuinely cares. For me, it’s never just about the numbers—it’s about the people behind them, and that’s what makes this work so meaningful.

Thanks for letting me share a bit about my story. Here’s to building trust, making connections, and growing together.