Margo brings a fresh perspective to 44 Wealth, and an excitement to serve new and established clients and their families. She holds a BA from Colgate University, and earned her Certified Financial Planner ™ (CFP®) in 2022. This is an impressive designation that catapults her abilities and knowledge years ahead. The purpose of the CFP® program is to teach advisors a broad range of information that impacts individuals, couples, and business’ financial planning. With her CFP® , Margo looks forward to assisting our clients with more detailed financial plans and expanding the kinds of financial services we offer.

Her coworkers describe her as comprehensive, organized, compassionate, and tenacious, skills that will serve her well for years to come.

When she is not working, Margo enjoys time with friends - walking, playing trivia, tennis, watching movies, and spending time with her dog, Fender.

Education + License + Certification

• BA, Colgate University
• SEC Series 65
• CFP® CEPA

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP®Board’s initial and ongoing certification requirements. More information regarding the CFP® is available at http://www.cfp.net/default.asp.