Often credited as the visionary of the 6 Meridian team, Margaret has earned the informal title of "people architect." Her ability to connect with individuals and harness their respective strengths is uncanny. And her passion for service is unmatched.
At the start of her decades-long career in finance, Margaret was working within a private banking group when she saw what many others didn't.
“Realizing that our clients’ needs were bound to grow more and more complex, I asked myself how the services we provide should grow in tandem,” she says, describing the reflection that led to her quest for future-focused financiers, eventually leading a company that provides the expertise, options, fluidity and service that clients’ changing lives demand.
Margaret’s ability to solve issues clients don’t even know they have yet is a coveted and advantageous quality. Looking into each client’s financial situation holistically helps her address areas often overlooked by investors, such as personal and business wealth protection, estate planning, family governance and philanthropic giving strategies.
For Margaret, passion and dedication are in no short supply, and these traits extend beyond the office walls to other interests, namely travel and advocating for animals. In fact, her husband, Todd, admits to not minding the long hours she puts in at work, because he knows that retirement will likely entail a whole ark full of rescues.