Margaret joined the Eggert Financial Management team in January 2014.  She is responsible for ensuring our clients have an exceptional experience, working with both new and existing clients to meet their service needs.  In addition, Margaret assists with meeting preparation, portfolio reporting and account data aggregation, and provides support in the area of compliance.  She holds a Series 65 License.

In her free time, Margaret enjoys following the Kansas Jayhawks, attending concerts, playing a little golf, visiting her two adult children, Michael and Anna, and enjoying the Colorado outdoors.