Margaret is dedicated to empowering clients through proactive financial education and strategic communication, built on a foundation of collaboration. As a Financial Advisor, she oversees the end-to-end implementation, monitoring and integration of clients’ financial plans. She also acts as a liaison with external partners, including attorneys and CPAs, to ensure a cohesive professional network. Furthermore, as the Manager of Team Development, Margaret leads training initiatives to elevate the team’s collective expertise and maintain a high standard of excellence.

Margaret’s multidisciplinary background spans project management, administrative leadership, and over two decades as a dedicated educator. These experiences enable Margaret to operate in a dynamic capacity including translating complex concepts into holistic, actionable financial plans for the individuals and families we serve.

Margaret joined Northeast Planning Associates, Inc. in 2019, and holds her Series 7 and Series 66 securities registrations with LPL Financial. She also holds the Financial Paraplanner Qualified Professional (FPQP™) designation from the College of Financial Planning.

Margaret lives in Rochester, NH with her husband, Russ. She’s passionate about quality time with family and friends, coffee, tea, scrapbooking, and her young grandkids. Her four children are grown and have begun making their own marks on the world.