As a Client Service Specialist, Margaret is responsible for assisting clients with account management, addressing inquiries, and supporting advisors. Holding a Life Insurance License along with Series 6 and 63 investment licenses, she also serves as a notary. Margaret brings years of experience from her background in Financial Services in Life Insurance and Investments and is also a former educator. Active in the community, she passionately supports the arts, women, and youth organizations. Margaret is a mom of four and a grandmother to a little boy.

In her free time, she enjoys gardening, reading, spending time at the beach, and dancing – she was even a professional ballroom dancer!