CPA, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
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. As a Certified Public Accountant, she holds a Bachelor of Science degree in Accounting. Margaret is constantly working to implement effective financial strategies for each and every client.
She is a 10-year winner (2012-2021) of FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2 In 2014, she won the prestigious Top Women in Finance Award from Finance & Commerce magazine.3
Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.
The St. Croix Valley Financial Advisory team is located in our Woodbury, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 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 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 or 2021 FIVE STAR Wealth Managers.