Margaret is a Senior Client Service Specialist with extensive experience in financial services, specializing in Life Insurance and Investments. She holds a Life Insurance License, along with Series 6, 63, and 65 investment licenses, and is also a certified notary. In her role, Margaret excels in assisting clients with account management, addressing inquiries, and providing support to financial advisors. Margaret 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!