About Us

At MarGo Financial, LLC, I provide customized planning and investment strategies that will help empower you to achieve financial independence and peace of mind. Here’s how I work. First, I get to know YOU, not just your numbers. Next, I assist you in clarifying your values, goals and priorities so that you are clear on the direction you want your life to take. Finally, we work together to determine how I can best support you as you work toward the future you want. This support may be through financial planning, investment management or financial coaching. Everything about my approach, including my fees, are open and transparent. I operate under a fiduciary standard, which means always acting in your best interest.