Through a holistic goals-based approach to Financial Planning, Marge's mission is to proactively engage with her clients to help them create and facilitate the customized wealth management strategies that can support current financial lifestyle needs, build for the goals of tomorrow and establish a legacy for future generations. Marge works with clients who demand the highest level of service and attention including business owners, families and individuals.
Marge began her career in the Financial Services Industry in 1997 when she joined JP Morgan after graduating with a Bachelors of Science in Finance & Marketing from Drexel University, in Philadelphia. Her FINRA registrations include Series 7, 63, 66. She holds various state life and health insurance licenses.
Marge is a lifelong resident of Monmouth County, New Jersey where she currently resides with her husband, and three sons. AGE- 144895 (4/19) (Exp. 4/21)