About
With more than 18 years of experience in estate and financial planning, Margaret has been adding her expertise to the St. Croix Valley team since 2004. Margaret is constantly working to implement effective financial strategies for each and every client. Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.
Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
Education
- BS - Accounting
Awards
- Margaret is a multi-winner (2017-2023) of FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* In 2014, she won the prestigious Top Women in Finance Award from Finance & Commerce magazine.**
- *Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
- **The Top Women in Finance awards recognize the outstanding efforts of women in Minnesota who are making notable contributions to their professions, their communities and society at large. The honorees are selected by Finance & Commerce staff from independently submitted nominations. Awarded 11/21/14 for the period of August 2013 - August 2014.
Articles by topic
Blog
Imagine contributing to a 529 plan for your child for the last decade, but when it’s time to send in college applications, your son or daughter tells you they don’t want to go.
