Marcy Espinosa Hanson joined the Forge Consulting team in 2014 after gaining experience from industry leaders such as The St. Regis, Marriott Hotels and Resorts, Horwath HTL Consulting, and MassMutual. Throughout her time at Forge Consulting, she has developed her proficiency in constructing personalized financial plans for plaintiffs and attorneys. These plans include financial tools such as structured settlements, traditional annuities, wealth management, and trust services to address a wide range of financial planning solutions. With her extensive experience and knowledge, Marcy was appointed as the Director of Planning for Forge Consulting, where she works alongside the Settlement Planning team to oversee all the moving pieces and ensure a seamless and successful execution for clients.

Marcy serves on The Forge Companies’ Operating Committee, is a member on the Advocacy Wealth Management’s Investment Committee, and is a member on the Advocacy Trust’s Risk Oversight Committee. 

She obtained a dual Bachelor of Business Administration degree in finance and hospitality administration from Robinson College of Business at Georgia State University, where she was recognized on the Dean’s list for her academic excellence. She diversified her education by studying in New Zealand, Fiji, and Oxford University in the United Kingdom. To further expand her knowledge in financial planning, Marcy has completed the Investment Banking Institution coursework, obtained her Life and Accident insurance license, and her Series 65.

Marcy resides in Atlanta, Georgia, with her husband and fur baby, Amigo. Besides enjoying traveling, Marcy and her husband enjoy playing golf, tennis, corn hole, and anything else that allows for healthy banter.